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 | $75,899 | $135,952-44.2% | $123,892-38.7% | $273,961-72.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 5.80% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,408 | $5,170-53.4% | $4,617-47.8% | $4,869-50.5% |
| Participant deferral / active EE | $1,148 | $6,343-81.9% | $5,984-80.8% | $5,287-78.3% |
| Admin fee / account holder | $741 | $9,817-92.5% | $8,357-91.1% | $10,132-92.7% |