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 | $30,279 | $118,450-74.4% | $98,439-69.2% | $139,434-78.3% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 9.97% | 18.94%-9.0pp | 21.16%-11.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,389 | $3,609-61.5% | $3,048-54.4% | $4,751-70.8% |
| Participant deferral / active EE | $731 | $5,392-86.4% | $4,738-84.6% | $6,710-89.1% |
| Admin fee / account holder | $929 | $14,026-93.4% | $8,948-89.6% | $11,403-91.9% |