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 | $18,417 | $54,762-66.4% | $90,281-79.6% | $72,985-74.8% |
| Participation rate | 72.0% | 65.1%+6.9pp | 73.3%-1.2pp | 69.5%+2.6pp |
| Annual return | 20.60% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $860 | $2,092-58.9% | $2,854-69.9% | $2,440-64.7% |
| Participant deferral / active EE | $655 | $2,887-77.3% | $3,885-83.1% | $3,607-81.8% |
| Admin fee / account holder | $1,075 | $3,972-72.9% | $5,351-79.9% | $5,124-79.0% |