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 | $24,848 | $78,926-68.5% | $136,749-81.8% | $84,808-70.7% |
| Participation rate | 96.9% | 62.2%+34.7pp | 72.1%+24.7pp | 68.3%+28.6pp |
| Annual return | 20.40% | 18.17%+2.2pp | 24.33%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,674 | $2,134+72.2% | $3,400+8.1% | $2,631+39.7% |
| Participant deferral / active EE | $721 | $3,168-77.3% | $4,692-84.6% | $4,212-82.9% |
| Admin fee / account holder | $12,606 | $6,369+97.9% | $11,386+10.7% | $7,344+71.7% |