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 | $13,398 | $80,717-83.4% | $154,803-91.3% | $84,808-84.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $740 | $2,761-73.2% | $4,305-82.8% | $2,631-71.9% |
| Participant deferral / active EE | $832 | $3,303-74.8% | $5,540-85.0% | $4,212-80.3% |
| Admin fee / account holder | $4,401 | $6,746-34.8% | $14,329-69.3% | $7,344-40.1% |