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 3-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 | $10,551 | $77,899-86.5% | $149,673-93.0% | $75,163-86.0% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 15.40% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,539 | $3,137+12.8% | $4,818-26.5% | $2,670+32.5% |
| Participant deferral / active EE | $812 | $3,411-76.2% | $5,680-85.7% | $4,125-80.3% |
| Admin fee / account holder | $585 | $5,956-90.2% | $13,210-95.6% | $5,651-89.6% |