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 | $37,671 | $81,460-53.8% | $103,333-63.5% | $80,856-53.4% |
| Participation rate | 93.6% | 66.8%+26.8pp | 74.5%+19.1pp | 67.6%+26.0pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,567 | $3,105+47.1% | $3,868+18.1% | $2,755+65.8% |
| Participant deferral / active EE | $1,200 | $3,869-69.0% | $5,057-76.3% | $4,296-72.1% |
| Admin fee / account holder | $885 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |