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 | $24,888 | $65,365-61.9% | $92,893-73.2% | $72,985-65.9% |
| Participation rate | 75.9% | 68.3%+7.6pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 19.46% | 42.10%-22.6pp | 109.41%-90.0pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,789 | $2,594+7.5% | $3,653-23.6% | $2,440+14.3% |
| Participant deferral / active EE | $64 | $3,128-98.0% | $4,236-98.5% | $3,607-98.2% |
| Admin fee / account holder | $1,111 | $4,251-73.9% | $5,794-80.8% | $5,124-78.3% |