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 | $36,057 | $83,477-56.8% | $125,175-71.2% | $72,985-50.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 19.22% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,100 | $2,345-53.1% | $3,865-71.5% | $2,440-54.9% |
| Participant deferral / active EE | $1,267 | $3,585-64.7% | $4,937-74.3% | $3,607-64.9% |
| Admin fee / account holder | $3,953 | $5,517-28.4% | $9,702-59.3% | $5,124-22.9% |