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 | $78,846 | $109,413-27.9% | $156,263-49.5% | $84,808-7.0% |
| Participation rate | 94.0% | 72.7%+21.3pp | 78.9%+15.1pp | 68.3%+25.7pp |
| Annual return | 13.07% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,517 | $2,907+21.0% | $4,333-18.8% | $2,631+33.7% |
| Participant deferral / active EE | $1,662 | $4,590-63.8% | $6,158-73.0% | $4,212-60.5% |
| Admin fee / account holder | $7,503 | $9,357-19.8% | $14,255-47.4% | $7,344+2.2% |