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 | $22,530 | $127,065-82.3% | $113,168-80.1% | $142,382-84.2% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 19.70% | 24.03%-4.3pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,004 | $3,442-70.8% | $2,975-66.3% | $4,299-76.6% |
| Participant deferral / active EE | $1,469 | $5,716-74.3% | $5,107-71.2% | $6,507-77.4% |
| Admin fee / account holder | $1,484 | $15,736-90.6% | $12,068-87.7% | $12,624-88.2% |