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 | $39,623 | $109,413-63.8% | $156,263-74.6% | $84,808-53.3% |
| Participation rate | 98.3% | 72.7%+25.6pp | 78.9%+19.4pp | 68.3%+30.0pp |
| Annual return | 13.59% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,292 | $2,907-55.5% | $4,333-70.2% | $2,631-50.9% |
| Participant deferral / active EE | $1,604 | $4,590-65.1% | $6,158-74.0% | $4,212-61.9% |
| Admin fee / account holder | $20,080 | $9,357+114.6% | $14,255+40.9% | $7,344+173.4% |