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 | $35,329 | $95,803-63.1% | $113,168-68.8% | $84,808-58.3% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 15.54% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,442 | $2,360-38.9% | $2,975-51.5% | $2,631-45.2% |
| Participant deferral / active EE | $1,518 | $4,242-64.2% | $5,107-70.3% | $4,212-64.0% |
| Admin fee / account holder | $10,868 | $8,989+20.9% | $12,068-9.9% | $7,344+48.0% |