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 | $39,893 | $73,933-46.0% | $96,683-58.7% | $75,163-46.9% |
| Participation rate | 92.1% | 66.4%+25.6pp | 74.3%+17.7pp | 67.2%+24.9pp |
| Annual return | 13.25% | 26.70%-13.5pp | 35.69%-22.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $4,771 | $2,928+63.0% | $3,737+27.7% | $2,670+78.7% |
| Participant deferral / active EE | $621 | $3,659-83.0% | $4,878-87.3% | $4,125-84.9% |
| Admin fee / account holder | $4,219 | $5,216-19.1% | $6,730-37.3% | $5,651-25.3% |