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 | $28,446 | $99,341-71.4% | $84,750-66.4% | $273,961-89.6% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.14% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $5,297 | $4,214+25.7% | $3,574+48.2% | $4,869+8.8% |
| Participant deferral / active EE | $208 | $4,269-95.1% | $3,712-94.4% | $5,287-96.1% |
| Admin fee / account holder | $3,366 | $6,644-49.3% | $5,332-36.9% | $10,132-66.8% |