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 | $39,459 | $76,000-48.1% | $154,107-74.4% | $64,186-38.5% |
| Participation rate | 89.2% | 70.4%+18.8pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | 12.02% | 30.32%-18.3pp | 735.12%-723.1pp | 7.63%+4.4pp |
| Employer contribution / active EE | $1,602 | $3,351-52.2% | $5,298-69.8% | $2,381-32.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,891 | $5,596+23.1% | $13,411-48.6% | $4,888+41.0% |