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 | $37,673 | $69,518-45.8% | $59,878-37.1% | $135,375-72.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 5.92% | 7.94%-2.0pp | 3.46%+2.5pp | 519.73%-513.8pp |
| Employer contribution / active EE | $2,033 | $3,235-37.2% | $2,722-25.3% | $4,779-57.5% |
| Participant deferral / active EE | $723 | $4,206-82.8% | $3,402-78.7% | $5,609-87.1% |
| Admin fee / account holder | $1,113 | $5,734-80.6% | $3,590-69.0% | $10,827-89.7% |