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 | $59,452 | $57,354+3.7% | $83,848-29.1% | $64,186-7.4% |
| Participation rate | 96.2% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | 9.16% | 11.38%-2.2pp | 850.88%-841.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,630 | $2,545+3.3% | $3,631-27.6% | $2,381+10.5% |
| Participant deferral / active EE | $757 | $2,993-74.7% | $4,082-81.5% | $3,470-78.2% |
| Admin fee / account holder | $631 | $4,046-84.4% | $5,478-88.5% | $4,888-87.1% |