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 | $37,734 | $101,724-62.9% | $164,813-77.1% | $80,856-53.3% |
| Participation rate | 79.7% | 71.8%+7.8pp | 78.6%+1.1pp | 67.6%+12.0pp |
| Annual return | 11.52% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,101 | $4,477-75.4% | $6,031-81.7% | $4,296-74.4% |
| Admin fee / account holder | $323 | $8,227-96.1% | $12,690-97.5% | $6,918-95.3% |