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 | $30,646 | $80,968-62.2% | $96,544-68.3% | $75,163-59.2% |
| Participation rate | 98.1% | 71.8%+26.3pp | 76.0%+22.2pp | 67.2%+30.9pp |
| Annual return | 21.25% | 27.06%-5.8pp | 25.84%-4.6pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,978 | $2,282-13.3% | $2,965-33.3% | $2,670-25.9% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,330 | $6,724-50.5% | $8,252-59.6% | $5,651-41.1% |