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 | $34,551 | $72,277-52.2% | $101,248-65.9% | $79,858-56.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.56% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $5,978 | $2,692+122.1% | $3,660+63.3% | $2,471+141.9% |
| Participant deferral / active EE | $1,082 | $3,282-67.0% | $4,370-75.2% | $3,740-71.1% |
| Admin fee / account holder | $1,334 | $4,400-69.7% | $5,945-77.6% | $5,306-74.9% |