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 | $76,613 | $123,793-38.1% | $177,821-56.9% | $79,858-4.1% |
| Participation rate | 88.6% | 84.7%+4.0pp | 87.7%+0.9pp | 69.6%+19.0pp |
| Annual return | 16.79% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,531 | $4,095-62.6% | $5,918-74.1% | $2,471-38.0% |
| Participant deferral / active EE | $2,568 | $5,956-56.9% | $7,714-66.7% | $3,740-31.3% |
| Admin fee / account holder | $3,978 | $7,243-45.1% | $12,427-68.0% | $5,306-25.0% |