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 | $49,411 | $74,927-34.1% | $101,794-51.5% | $84,808-41.7% |
| Participation rate | 98.8% | 61.4%+37.3pp | 69.2%+29.6pp | 68.3%+30.4pp |
| Annual return | 17.92% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $625 | $1,522-58.9% | $2,289-72.7% | $2,631-76.2% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,084 | $6,514-52.7% | $8,777-64.9% | $7,344-58.0% |