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 | $85,394 | $181,894-53.1% | $156,549-45.5% | $273,961-68.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.08% | 30.74%-27.7pp | 32.23%-29.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,723 | $6,248-72.4% | $5,501-68.7% | $4,869-64.6% |
| Participant deferral / active EE | $1,638 | $5,550-70.5% | $4,871-66.4% | $5,287-69.0% |
| Admin fee / account holder | $1,053 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |