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 | $45,205 | $58,577-22.8% | $83,333-45.8% | $64,186-29.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 10.88% | 9.65%+1.2pp | 10.63%+0.2pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,371 | $2,098-34.7% | $3,379-59.4% | $2,381-42.4% |
| Participant deferral / active EE | $1,772 | $4,654-61.9% | $5,565-68.2% | $3,470-48.9% |
| Admin fee / account holder | $6,029 | $9,275-35.0% | $7,510-19.7% | $4,888+23.3% |