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 | $37,994 | $74,927-49.3% | $101,794-62.7% | $84,808-55.2% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.0pp | 68.3%+5.9pp |
| Annual return | 13.31% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $792 | $1,522-47.9% | $2,289-65.4% | $2,631-69.9% |
| Participant deferral / active EE | $1,132 | $3,099-63.5% | $4,084-72.3% | $4,212-73.1% |
| Admin fee / account holder | $821 | $6,514-87.4% | $8,777-90.6% | $7,344-88.8% |