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 | $11,440 | $39,122-70.8% | $57,179-80.0% | $62,891-81.8% |
| Participation rate | 83.9% | 70.5%+13.4pp | 75.3%+8.5pp | 69.3%+14.6pp |
| Annual return | 8.50% | 9.23%-0.7pp | 14.59%-6.1pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,216 | $1,874+178.3% | $2,682+94.5% | $2,281+128.7% |
| Participant deferral / active EE | $613 | $2,374-74.2% | $3,096-80.2% | $3,203-80.9% |
| Admin fee / account holder | $866 | $2,592-66.6% | $3,139-72.4% | $4,296-79.8% |