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 | $13,571 | $48,230-71.9% | $67,502-79.9% | $80,856-83.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.9pp |
| Annual return | 11.53% | 18.28%-6.7pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,703 | $2,020-15.7% | $2,731-37.6% | $2,755-38.2% |
| Participant deferral / active EE | $657 | $2,924-77.5% | $4,000-83.6% | $4,296-84.7% |
| Admin fee / account holder | $1,369 | $3,681-62.8% | $3,998-65.8% | $6,918-80.2% |