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 | $20,384 | $88,707-77.0% | $74,183-72.5% | $273,961-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,012 | $3,159-68.0% | $2,370-57.3% | $4,869-79.2% |
| Participant deferral / active EE | $326 | $4,212-92.3% | $3,550-90.8% | $5,287-93.8% |
| Admin fee / account holder | $504 | $8,717-94.2% | $5,586-91.0% | $10,132-95.0% |