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 | $86,613 | $72,492+19.5% | $87,100-0.6% | $72,985+18.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 20.88% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $833 | $1,894-56.0% | $2,521-66.9% | $2,440-65.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,391 | $5,055-13.1% | $7,497-41.4% | $5,124-14.3% |