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 | $24,361 | $149,734-83.7% | $118,925-79.5% | $158,922-84.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 9.05% | 19.95%-10.9pp | 35.88%-26.8pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,027 | $4,115-75.1% | $3,263-68.5% | $4,761-78.4% |
| Participant deferral / active EE | $680 | $5,223-87.0% | $4,265-84.1% | $5,982-88.6% |
| Admin fee / account holder | $408 | $8,603-95.3% | $6,581-93.8% | $11,246-96.4% |