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 | $27,422 | $71,050-61.4% | $93,606-70.7% | $80,856-66.1% |
| Participation rate | 72.1% | 60.4%+11.7pp | 68.7%+3.4pp | 67.6%+4.5pp |
| Annual return | 12.20% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $765 | $1,564-51.1% | $2,420-68.4% | $2,755-72.2% |
| Participant deferral / active EE | $1,015 | $4,034-74.8% | $4,411-77.0% | $4,296-76.4% |
| Admin fee / account holder | $4,578 | $6,945-34.1% | $8,285-44.7% | $6,918-33.8% |