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 | $28,273 | $73,933-61.8% | $96,683-70.8% | $75,163-62.4% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 16.09% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,307 | $2,928-21.2% | $3,737-38.3% | $2,670-13.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,188 | $5,216-77.2% | $6,730-82.3% | $5,651-79.0% |