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 | $20,253 | $43,075-53.0% | $74,583-72.8% | $62,891-67.8% |
| Participation rate | 93.1% | 58.1%+35.0pp | 68.1%+24.9pp | 69.3%+23.7pp |
| Annual return | 6.22% | 17.50%-11.3pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,245 | $1,498-16.8% | $2,525-50.7% | $2,281-45.4% |
| Participant deferral / active EE | $611 | $2,389-74.4% | $3,458-82.3% | $3,203-80.9% |
| Admin fee / account holder | $658 | $2,840-76.8% | $4,138-84.1% | $4,296-84.7% |