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 | $55,332 | $57,354-3.5% | $83,848-34.0% | $64,186-13.8% |
| Participation rate | 82.4% | 68.6%+13.7pp | 76.1%+6.2pp | 69.6%+12.8pp |
| Annual return | 7.89% | 11.38%-3.5pp | 850.88%-843.0pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $432 | $2,993-85.6% | $4,082-89.4% | $3,470-87.5% |
| Admin fee / account holder | $1,056 | $4,046-73.9% | $5,478-80.7% | $4,888-78.4% |