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 | $25,653 | $65,041-60.6% | $90,951-71.8% | $79,858-67.9% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 17.91% | 30.45%-12.5pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,964 | $1,247+298.0% | $2,122+133.9% | $2,471+100.9% |
| Participant deferral / active EE | $831 | $2,512-66.9% | $3,373-75.4% | $3,740-77.8% |
| Admin fee / account holder | $7,562 | $4,536+66.7% | $5,959+26.9% | $5,306+42.5% |