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 | $14,919 | $81,248-81.6% | $155,509-90.4% | $80,856-81.5% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 20.89% | 33.31%-12.4pp | 64.67%-43.8pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,700 | $3,100-45.2% | $4,672-63.6% | $2,755-38.3% |
| Participant deferral / active EE | $800 | $3,452-76.8% | $5,626-85.8% | $4,296-81.4% |
| Admin fee / account holder | $743 | $7,997-90.7% | $15,912-95.3% | $6,918-89.3% |