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 | $40,985 | $104,974-61.0% | $95,585-57.1% | $142,382-71.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.07% | 210.33%-190.3pp | 38.56%-18.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,201 | $2,779-56.8% | $2,527-52.5% | $4,299-72.1% |
| Participant deferral / active EE | $414 | $4,352-90.5% | $4,023-89.7% | $6,507-93.6% |
| Admin fee / account holder | $9,352 | $6,386+46.5% | $6,127+52.6% | $12,624-25.9% |