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 | $99,881 | $64,707+54.4% | $112,228-11.0% | $68,494+45.8% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | 7.96% | -11.40%+19.4pp | 27.45%-19.5pp | -7.84%+15.8pp |
| Employer contribution / active EE | $5,299 | $2,746+93.0% | $3,635+45.8% | $2,596+104.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,029 | $5,232+34.3% | $6,410+9.6% | $5,403+30.1% |