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 | $24,603 | $89,753-72.6% | $107,525-77.1% | $84,808-71.0% |
| Participation rate | 85.4% | 68.1%+17.4pp | 75.1%+10.3pp | 68.3%+17.1pp |
| Annual return | 13.03% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,244 | $3,113-27.9% | $3,754-40.2% | $2,631-14.7% |
| Participant deferral / active EE | $1,029 | $4,056-74.6% | $5,116-79.9% | $4,212-75.6% |
| Admin fee / account holder | $1,061 | $7,222-85.3% | $8,919-88.1% | $7,344-85.5% |