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 | $49,625 | $56,897-12.8% | $84,750-41.4% | $62,891-21.1% |
| Participation rate | 85.2% | 68.5%+16.6pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 8.73% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,715 | $2,400+13.1% | $3,574-24.0% | $2,281+19.0% |
| Participant deferral / active EE | $646 | $2,709-76.2% | $3,712-82.6% | $3,203-79.8% |
| Admin fee / account holder | $1,412 | $3,581-60.6% | $5,332-73.5% | $4,296-67.1% |