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 7-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 | $28,216 | $81,460-65.4% | $103,333-72.7% | $80,856-65.1% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.6%+13.4pp |
| Annual return | 13.07% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,521 | $3,105+13.4% | $3,868-9.0% | $2,755+27.8% |
| Participant deferral / active EE | $1,234 | $3,869-68.1% | $5,057-75.6% | $4,296-71.3% |
| Admin fee / account holder | $1,627 | $6,566-75.2% | $8,355-80.5% | $6,918-76.5% |