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 | $24,744 | $52,681-53.0% | $75,781-67.3% | $59,632-58.5% |
| Participation rate | 85.9% | 67.2%+18.7pp | 75.8%+10.1pp | 68.7%+17.2pp |
| Annual return | 5.35% | 2.95%+2.4pp | 9.68%-4.3pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $785 | $2,591-69.7% | $3,651-78.5% | $3,192-75.4% |
| Admin fee / account holder | $3,235 | $3,610-10.4% | $5,299-38.9% | $4,297-24.7% |