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 | $47,026 | $53,018-11.3% | $70,014-32.8% | $62,891-25.2% |
| Participation rate | 86.5% | 67.2%+19.3pp | 71.8%+14.7pp | 69.3%+17.2pp |
| Annual return | 5.55% | 13.35%-7.8pp | 12.99%-7.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $9,563 | $1,799+431.6% | $2,338+309.0% | $2,281+319.3% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,254 | $3,690-66.0% | $4,380-71.4% | $4,296-70.8% |