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 | $23,268 | $73,867-68.5% | $143,757-83.8% | $68,494-66.0% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | 9.21% | 1.01%+8.2pp | -0.04%+9.2pp | -7.84%+17.0pp |
| Employer contribution / active EE | $1,072 | $3,184-66.3% | $4,951-78.3% | $2,596-58.7% |
| Participant deferral / active EE | $585 | $3,384-82.7% | $5,637-89.6% | $4,027-85.5% |
| Admin fee / account holder | $1,647 | $5,755-71.4% | $14,673-88.8% | $5,403-69.5% |