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 | $130,783 | $60,349+116.7% | $74,183+76.3% | $62,891+108.0% |
| Participation rate | 73.7% | 72.7%+1.0pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 9.16% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,643 | $1,680+57.3% | $2,370+11.5% | $2,281+15.9% |
| Participant deferral / active EE | $190 | $2,856-93.4% | $3,550-94.7% | $3,203-94.1% |
| Admin fee / account holder | $7,543 | $4,261+77.0% | $5,586+35.0% | $4,296+75.6% |