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 | $62,107 | $89,753-30.8% | $107,525-42.2% | $84,808-26.8% |
| Participation rate | 73.5% | 68.1%+5.5pp | 75.1%-1.5pp | 68.3%+5.2pp |
| Annual return | 20.49% | 29.48%-9.0pp | 181.32%-160.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $5,319 | $3,113+70.9% | $3,754+41.7% | $2,631+102.2% |
| Participant deferral / active EE | $1,376 | $4,056-66.1% | $5,116-73.1% | $4,212-67.3% |
| Admin fee / account holder | $1,384 | $7,222-80.8% | $8,919-84.5% | $7,344-81.2% |