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 | $44,615 | $49,227-9.4% | $70,449-36.7% | $79,858-44.1% |
| Participation rate | 84.9% | 69.2%+15.7pp | 75.1%+9.8pp | 69.6%+15.3pp |
| Annual return | 13.18% | 30.06%-16.9pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,990 | $2,099-5.2% | $2,737-27.3% | $2,471-19.4% |
| Participant deferral / active EE | $789 | $2,768-71.5% | $3,709-78.7% | $3,740-78.9% |
| Admin fee / account holder | $4,069 | $2,878+41.4% | $3,845+5.8% | $5,306-23.3% |