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 | $71,056 | $109,413-35.1% | $156,263-54.5% | $84,808-16.2% |
| Participation rate | 81.1% | 72.7%+8.4pp | 78.9%+2.2pp | 68.3%+12.8pp |
| Annual return | 17.79% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,743 | $2,907-5.6% | $4,333-36.7% | $2,631+4.3% |
| Participant deferral / active EE | $1,593 | $4,590-65.3% | $6,158-74.1% | $4,212-62.2% |
| Admin fee / account holder | $430 | $9,357-95.4% | $14,255-97.0% | $7,344-94.1% |