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 | $38,117 | $53,516-28.8% | $126,539-69.9% | $84,808-55.1% |
| Participation rate | 89.1% | 58.2%+30.9pp | 69.8%+19.3pp | 68.3%+20.8pp |
| Annual return | 18.34% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,758 | $1,535+340.3% | $3,674+83.9% | $2,631+156.8% |
| Participant deferral / active EE | $546 | $2,671-79.6% | $4,083-86.6% | $4,212-87.0% |
| Admin fee / account holder | $5,361 | $4,497+19.2% | $6,065-11.6% | $7,344-27.0% |