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 | $28,040 | $89,753-68.8% | $107,525-73.9% | $84,808-66.9% |
| Participation rate | 79.6% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.3pp |
| Annual return | 17.32% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,015 | $3,113-3.2% | $3,754-19.7% | $2,631+14.6% |
| Participant deferral / active EE | $223 | $4,056-94.5% | $5,116-95.6% | $4,212-94.7% |
| Admin fee / account holder | $4,285 | $7,222-40.7% | $8,919-52.0% | $7,344-41.6% |