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 | $54,221 | $148,978-63.6% | $200,582-73.0% | $84,808-36.1% |
| Participation rate | 92.3% | 84.2%+8.1pp | 86.9%+5.4pp | 68.3%+24.0pp |
| Annual return | 26.89% | 28.16%-1.3pp | 42.33%-15.4pp | 40.90%-14.0pp |
| Employer contribution / active EE | $3,062 | $4,815-36.4% | $6,419-52.3% | $2,631+16.4% |
| Participant deferral / active EE | $2,460 | $7,142-65.6% | $9,331-73.6% | $4,212-41.6% |
| Admin fee / account holder | $7,447 | $13,977-46.7% | $16,305-54.3% | $7,344+1.4% |