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 | $23,973 | $62,573-61.7% | $85,682-72.0% | $85,850-72.1% |
| Participation rate | 86.8% | 61.1%+25.6pp | 69.9%+16.9pp | 69.3%+17.4pp |
| Annual return | 15.41% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,687 | $1,757-4.0% | $2,618-35.6% | $2,565-34.2% |
| Participant deferral / active EE | $322 | $2,802-88.5% | $3,923-91.8% | $3,952-91.9% |
| Admin fee / account holder | $8,851 | $4,640+90.7% | $6,873+28.8% | $6,260+41.4% |