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 | $21,562 | $78,103-72.4% | $289,028-92.5% | $116,875-81.6% |
| Participation rate | 98.1% | 69.5%+28.6pp | 78.0%+20.2pp | 74.5%+23.6pp |
| Annual return | 14.35% | 15.26%-0.9pp | 243.94%-229.6pp | 16.29%-1.9pp |
| Employer contribution / active EE | $2,056 | $2,718-24.4% | $6,326-67.5% | $3,288-37.5% |
| Participant deferral / active EE | $689 | $2,921-76.4% | $4,804-85.7% | $3,885-82.3% |
| Admin fee / account holder | $570 | $8,683-93.4% | $14,050-95.9% | $12,263-95.4% |