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 | $47,148 | $87,540-46.1% | $75,781-37.8% | $125,391-62.4% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 0.21% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,000 | $3,930-23.7% | $3,323-9.7% | $4,866-38.3% |
| Participant deferral / active EE | $206 | $4,229-95.1% | $3,651-94.4% | $5,352-96.1% |
| Admin fee / account holder | $1,814 | $6,502-72.1% | $5,299-65.8% | $9,540-81.0% |