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 | $33,233 | $87,013-61.8% | $106,213-68.7% | $80,856-58.9% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.6%+4.4pp |
| Annual return | 11.61% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,701 | $2,395-29.0% | $3,171-46.4% | $2,755-38.2% |
| Participant deferral / active EE | $1,515 | $3,986-62.0% | $5,016-69.8% | $4,296-64.7% |
| Admin fee / account holder | $1,417 | $8,431-83.2% | $11,033-87.2% | $6,918-79.5% |