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 | $27,775 | $80,717-65.6% | $154,803-82.1% | $84,808-67.2% |
| Participation rate | 70.7% | 66.8%+3.9pp | 78.1%-7.3pp | 68.3%+2.4pp |
| Annual return | 15.86% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,938 | $2,761-29.8% | $4,305-55.0% | $2,631-26.3% |
| Participant deferral / active EE | $41 | $3,303-98.7% | $5,540-99.3% | $4,212-99.0% |
| Admin fee / account holder | $603 | $6,746-91.1% | $14,329-95.8% | $7,344-91.8% |