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 | $18,519 | $91,190-79.7% | $178,490-89.6% | $79,858-76.8% |
| Participation rate | 86.3% | 69.2%+17.1pp | 81.9%+4.4pp | 69.6%+16.6pp |
| Annual return | 10.87% | 24.19%-13.3pp | 151.07%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,082 | $3,256-5.3% | $5,011-38.5% | $2,471+24.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,501 | $6,751-63.0% | $13,984-82.1% | $5,306-52.9% |