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 | $40,741 | $127,065-67.9% | $113,168-64.0% | $142,382-71.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.50% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,024 | $3,442-70.2% | $2,975-65.6% | $4,299-76.2% |
| Participant deferral / active EE | $1,694 | $5,716-70.4% | $5,107-66.8% | $6,507-74.0% |
| Admin fee / account holder | $1,331 | $15,736-91.5% | $12,068-89.0% | $12,624-89.5% |