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 | $77,722 | $86,929-10.6% | $102,423-24.1% | $80,856-3.9% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 11.33% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,454 | $2,369-38.6% | $3,023-51.9% | $2,755-47.2% |
| Participant deferral / active EE | $1,333 | $4,118-67.6% | $5,053-73.6% | $4,296-69.0% |
| Admin fee / account holder | $1,670 | $8,049-79.3% | $9,451-82.3% | $6,918-75.9% |