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 | $27,704 | $127,100-78.2% | $105,738-73.8% | $135,375-79.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.83% | 4.49%+1.3pp | 6.27%-0.4pp | 519.73%-513.9pp |
| Employer contribution / active EE | $1,173 | $4,107-71.4% | $3,268-64.1% | $4,779-75.4% |
| Participant deferral / active EE | $1,285 | $5,064-74.6% | $4,080-68.5% | $5,609-77.1% |
| Admin fee / account holder | $354 | $9,087-96.1% | $6,913-94.9% | $10,827-96.7% |