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 | $87,693 | $201,272-56.4% | $184,203-52.4% | $145,922-39.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.20% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $9,860 | $7,022+40.4% | $6,427+53.4% | $4,660+111.6% |
| Participant deferral / active EE | $1,105 | $9,806-88.7% | $9,131-87.9% | $6,688-83.5% |
| Admin fee / account holder | $398 | $16,364-97.6% | $13,901-97.1% | $13,397-97.0% |