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 | $32,530 | $101,724-68.0% | $164,813-80.3% | $80,856-59.8% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 11.38% | 16.72%-5.3pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,319 | $2,953-55.3% | $4,341-69.6% | $2,755-52.1% |
| Participant deferral / active EE | $1,102 | $4,477-75.4% | $6,031-81.7% | $4,296-74.4% |
| Admin fee / account holder | $1,996 | $8,227-75.7% | $12,690-84.3% | $6,918-71.1% |