See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $109,359-61.4% | $162,163-74.0% | $72,985-42.1% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 19.68% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,557 | $3,907-60.2% | $5,614-72.3% | $2,440-36.2% |
| Participant deferral / active EE | $2,005 | $5,481-63.4% | $7,298-72.5% | $3,607-44.4% |
| Admin fee / account holder | $5,751 | $7,972-27.9% | $10,843-47.0% | $5,124+12.2% |