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 | $87,001 | $70,250+23.8% | $386,318-77.5% | $116,875-25.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 74.5%+25.5pp |
| Annual return | 13.58% | 17.57%-4.0pp | -2.64%+16.2pp | 16.29%-2.7pp |
| Employer contribution / active EE | $1,355 | $2,512-46.1% | $4,025-66.3% | $3,288-58.8% |
| Participant deferral / active EE | $1,355 | $3,180-57.4% | $3,524-61.6% | $3,885-65.1% |
| Admin fee / account holder | $5,144 | $7,267-29.2% | $16,179-68.2% | $12,263-58.0% |