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 | $38,933 | $77,503-49.8% | $100,391-61.2% | $80,856-51.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 25.06% | 37.20%-12.1pp | 49.20%-24.1pp | 35.59%-10.5pp |
| Employer contribution / active EE | $1,271 | $2,801-54.6% | $3,942-67.8% | $2,755-53.9% |
| Participant deferral / active EE | $2,301 | $6,820-66.3% | $8,082-71.5% | $4,296-46.4% |
| Admin fee / account holder | $465 | $5,897-92.1% | $7,899-94.1% | $6,918-93.3% |