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 | $15,408 | $60,892-74.7% | $82,389-81.3% | $84,808-81.8% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 16.75% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $828 | $1,779-53.5% | $2,517-67.1% | $2,631-68.5% |
| Participant deferral / active EE | $1,070 | $3,179-66.3% | $4,155-74.2% | $4,212-74.6% |
| Admin fee / account holder | $2,026 | $5,467-62.9% | $7,231-72.0% | $7,344-72.4% |