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 | $37,086 | $73,933-49.8% | $96,683-61.6% | $75,163-50.7% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.3%+17.5pp | 67.2%+24.6pp |
| Annual return | 17.87% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $9,832 | $2,928+235.8% | $3,737+163.1% | $2,670+268.3% |
| Participant deferral / active EE | $881 | $3,659-75.9% | $4,878-81.9% | $4,125-78.6% |
| Admin fee / account holder | $1,936 | $5,216-62.9% | $6,730-71.2% | $5,651-65.7% |