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 | $41,093 | $65,365-37.1% | $92,893-55.8% | $72,985-43.7% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 17.80% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $6,004 | $2,594+131.4% | $3,653+64.4% | $2,440+146.1% |
| Participant deferral / active EE | $551 | $3,128-82.4% | $4,236-87.0% | $3,607-84.7% |
| Admin fee / account holder | $2,375 | $4,251-44.1% | $5,794-59.0% | $5,124-53.7% |