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 | $40,122 | $78,422-48.8% | $95,952-58.2% | $79,858-49.8% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 11.93% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $623 | $1,945-68.0% | $2,541-75.5% | $2,471-74.8% |
| Participant deferral / active EE | $820 | $3,440-76.2% | $4,167-80.3% | $3,740-78.1% |
| Admin fee / account holder | $7,597 | $5,622+35.1% | $6,795+11.8% | $5,306+43.2% |