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 | $88,269 | $74,927+17.8% | $101,794-13.3% | $84,808+4.1% |
| Participation rate | 77.1% | 61.4%+15.7pp | 69.2%+8.0pp | 68.3%+8.8pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,625 | $1,522+138.2% | $2,289+58.4% | $2,631+37.8% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,013 | $6,514-69.1% | $8,777-77.1% | $7,344-72.6% |