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 | $27,308 | $142,405-80.8% | $115,157-76.3% | $152,861-82.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 14.38% | 41.48%-27.1pp | 35.60%-21.2pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,283 | $4,010-68.0% | $3,179-59.6% | $4,762-73.0% |
| Participant deferral / active EE | $643 | $5,164-87.5% | $4,168-84.6% | $5,850-89.0% |
| Admin fee / account holder | $14,813 | $8,462+75.1% | $7,088+109.0% | $11,596+27.7% |