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 | $83,477 | $86,929-4.0% | $102,423-18.5% | $80,856+3.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 28.44% | 18.88%+9.6pp | 29.32%-0.9pp | 35.59%-7.2pp |
| Employer contribution / active EE | $957 | $2,369-59.6% | $3,023-68.4% | $2,755-65.3% |
| Participant deferral / active EE | $607 | $4,118-85.3% | $5,053-88.0% | $4,296-85.9% |
| Admin fee / account holder | $7,509 | $8,049-6.7% | $9,451-20.5% | $6,918+8.5% |