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 | $44,493 | $109,413-59.3% | $156,263-71.5% | $84,808-47.5% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 19.63% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,733 | $2,907+28.4% | $4,333-13.8% | $2,631+41.9% |
| Participant deferral / active EE | $1,734 | $4,590-62.2% | $6,158-71.8% | $4,212-58.8% |
| Admin fee / account holder | $1,071 | $9,357-88.6% | $14,255-92.5% | $7,344-85.4% |