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 | $29,419 | $80,717-63.6% | $154,803-81.0% | $84,808-65.3% |
| Participation rate | 76.2% | 66.8%+9.4pp | 78.1%-1.9pp | 68.3%+7.9pp |
| Annual return | 15.53% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,165 | $2,761-21.6% | $4,305-49.7% | $2,631-17.7% |
| Participant deferral / active EE | $641 | $3,303-80.6% | $5,540-88.4% | $4,212-84.8% |
| Admin fee / account holder | $1,351 | $6,746-80.0% | $14,329-90.6% | $7,344-81.6% |