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 | $23,556 | $46,553-49.4% | $64,056-63.2% | $75,163-68.7% |
| Participation rate | 93.9% | 65.9%+28.0pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 16.02% | 26.03%-10.0pp | 33.69%-17.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,648 | $1,974-16.5% | $2,747-40.0% | $2,670-38.3% |
| Participant deferral / active EE | $740 | $2,837-73.9% | $3,880-80.9% | $4,125-82.1% |
| Admin fee / account holder | $3,651 | $2,952+23.7% | $3,068+19.0% | $5,651-35.4% |