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 | $21,230 | $117,983-82.0% | $101,794-79.1% | $142,382-85.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.80% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,268 | $2,773-18.2% | $2,289-0.9% | $4,299-47.2% |
| Participant deferral / active EE | $378 | $4,714-92.0% | $4,084-90.8% | $6,507-94.2% |
| Admin fee / account holder | $547 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |