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 | $18,356 | $47,944-61.7% | $67,834-72.9% | $62,891-70.8% |
| Participation rate | 90.0% | 61.1%+28.9pp | 68.8%+21.2pp | 69.3%+20.7pp |
| Annual return | 7.74% | 11.77%-4.0pp | 138.47%-130.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,575 | $1,562+0.8% | $2,403-34.5% | $2,281-31.0% |
| Participant deferral / active EE | $649 | $2,247-71.1% | $3,160-79.5% | $3,203-79.7% |
| Admin fee / account holder | $1,180 | $3,712-68.2% | $4,622-74.5% | $4,296-72.5% |