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 | $23,542 | $106,515-77.9% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 15.78% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,987 | $4,103+21.6% | $3,737+33.5% | $4,751+5.0% |
| Participant deferral / active EE | $27 | $5,454-99.5% | $4,878-99.4% | $6,710-99.6% |
| Admin fee / account holder | $1,595 | $7,877-79.7% | $6,730-76.3% | $11,403-86.0% |