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 | $62,339 | $81,460-23.5% | $103,333-39.7% | $80,856-22.9% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 11.34% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,905 | $3,105-6.5% | $3,868-24.9% | $2,755+5.4% |
| Participant deferral / active EE | $447 | $3,869-88.4% | $5,057-91.2% | $4,296-89.6% |
| Admin fee / account holder | $4,112 | $6,566-37.4% | $8,355-50.8% | $6,918-40.6% |