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 | $121,212 | $123,793-2.1% | $177,821-31.8% | $79,858+51.8% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 11.66% | 22.82%-11.2pp | 48.32%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $3,283 | $4,095-19.8% | $5,918-44.5% | $2,471+32.9% |
| Participant deferral / active EE | $624 | $5,956-89.5% | $7,714-91.9% | $3,740-83.3% |
| Admin fee / account holder | $3,254 | $7,243-55.1% | $12,427-73.8% | $5,306-38.7% |