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 | $51,645 | $78,422-34.1% | $95,952-46.2% | $79,858-35.3% |
| Participation rate | 96.1% | 73.5%+22.6pp | 77.1%+19.0pp | 69.6%+26.4pp |
| Annual return | 11.84% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,996 | $1,945+2.6% | $2,541-21.5% | $2,471-19.2% |
| Participant deferral / active EE | $1,058 | $3,440-69.2% | $4,167-74.6% | $3,740-71.7% |
| Admin fee / account holder | $1,400 | $5,622-75.1% | $6,795-79.4% | $5,306-73.6% |