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 | $40,644 | $81,460-50.1% | $103,333-60.7% | $80,856-49.7% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 11.99% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,112 | $3,105-64.2% | $3,868-71.2% | $2,755-59.6% |
| Participant deferral / active EE | $1,191 | $3,869-69.2% | $5,057-76.4% | $4,296-72.3% |
| Admin fee / account holder | $3,080 | $6,566-53.1% | $8,355-63.1% | $6,918-55.5% |