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 | $21,484 | $81,248-73.6% | $155,509-86.2% | $80,856-73.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.16% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,358 | $3,100+40.6% | $4,672-6.7% | $2,755+58.2% |
| Participant deferral / active EE | $648 | $3,452-81.2% | $5,626-88.5% | $4,296-84.9% |
| Admin fee / account holder | $1,274 | $7,997-84.1% | $15,912-92.0% | $6,918-81.6% |