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 | $44,076 | $74,927-41.2% | $101,794-56.7% | $84,808-48.0% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.2%+22.5pp | 68.3%+23.4pp |
| Annual return | 14.45% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $556 | $1,522-63.5% | $2,289-75.7% | $2,631-78.9% |
| Participant deferral / active EE | $906 | $3,099-70.8% | $4,084-77.8% | $4,212-78.5% |
| Admin fee / account holder | $2,535 | $6,514-61.1% | $8,777-71.1% | $7,344-65.5% |