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 | $25,741 | $50,464-49.0% | $75,781-66.0% | $52,331-50.8% |
| Participation rate | 96.5% | 66.8%+29.7pp | 75.8%+20.6pp | 68.1%+28.4pp |
| Annual return | 0.56% | 1.03%-0.5pp | 9.68%-9.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $5,988 | $1,988+201.2% | $3,323+80.2% | $1,882+218.2% |
| Participant deferral / active EE | $535 | $2,570-79.2% | $3,651-85.4% | $3,022-82.3% |
| Admin fee / account holder | $5,090 | $1,103+361.5% | $5,299-4.0% | $592+760.4% |