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 | $41,499 | $68,719-39.6% | $91,541-54.7% | $84,808-51.1% |
| Participation rate | 98.0% | 64.5%+33.5pp | 69.8%+28.2pp | 68.3%+29.6pp |
| Annual return | 16.71% | 19.12%-2.4pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,980 | $1,920+107.3% | $2,505+58.9% | $2,631+51.3% |
| Participant deferral / active EE | $1,035 | $3,136-67.0% | $4,008-74.2% | $4,212-75.4% |
| Admin fee / account holder | $5,268 | $5,786-9.0% | $6,956-24.3% | $7,344-28.3% |