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 | $41,166 | $87,013-52.7% | $106,213-61.2% | $80,856-49.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.19% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,551 | $2,395-35.2% | $3,171-51.1% | $2,755-43.7% |
| Participant deferral / active EE | $1,657 | $3,986-58.4% | $5,016-67.0% | $4,296-61.4% |
| Admin fee / account holder | $1,421 | $8,431-83.1% | $11,033-87.1% | $6,918-79.5% |