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 | $36,130 | $111,754-67.7% | $103,333-65.0% | $145,922-75.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 9.64% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,144 | $4,212+69.6% | $3,868+84.7% | $4,660+53.3% |
| Participant deferral / active EE | $417 | $5,619-92.6% | $5,057-91.8% | $6,688-93.8% |
| Admin fee / account holder | $2,188 | $9,750-77.6% | $8,355-73.8% | $13,397-83.7% |