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 | $30,845 | $52,681-41.5% | $75,781-59.3% | $59,632-48.3% |
| Participation rate | 77.1% | 67.2%+9.9pp | 75.8%+1.3pp | 68.7%+8.4pp |
| Annual return | 7.26% | 2.95%+4.3pp | 9.68%-2.4pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $7,662 | $2,193+249.3% | $3,323+130.6% | $2,203+247.9% |
| Participant deferral / active EE | $651 | $2,591-74.9% | $3,651-82.2% | $3,192-79.6% |
| Admin fee / account holder | $6,531 | $3,610+80.9% | $5,299+23.2% | $4,297+52.0% |