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 | $80,397 | $60,892+32.0% | $82,389-2.4% | $84,808-5.2% |
| Participation rate | 97.6% | 63.3%+34.3pp | 69.5%+28.0pp | 68.3%+29.2pp |
| Annual return | 15.90% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,266 | $1,779+308.4% | $2,517+188.7% | $2,631+176.2% |
| Participant deferral / active EE | $976 | $3,179-69.3% | $4,155-76.5% | $4,212-76.8% |
| Admin fee / account holder | $3,519 | $5,467-35.6% | $7,231-51.3% | $7,344-52.1% |