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 | $36,520 | $100,326-63.6% | $180,183-79.7% | $84,808-56.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 12.94% | 17.86%-4.9pp | 27.86%-14.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,176 | $3,269-2.8% | $5,039-37.0% | $2,631+20.7% |
| Participant deferral / active EE | $1,003 | $5,066-80.2% | $6,822-85.3% | $4,212-76.2% |
| Admin fee / account holder | $1,620 | $9,674-83.3% | $19,975-91.9% | $7,344-77.9% |