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 | $24,536 | $39,122-37.3% | $57,179-57.1% | $62,891-61.0% |
| Participation rate | 97.6% | 70.5%+27.1pp | 75.3%+22.3pp | 69.3%+28.3pp |
| Annual return | 6.07% | 9.23%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,431 | $1,874+29.7% | $2,682-9.4% | $2,281+6.6% |
| Participant deferral / active EE | $317 | $2,374-86.6% | $3,096-89.8% | $3,203-90.1% |
| Admin fee / account holder | $944 | $2,592-63.6% | $3,139-69.9% | $4,296-78.0% |