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 | $114,835 | $111,090+3.4% | $156,263-26.5% | - |
| Participation rate | 76.8% | 75.0%+1.7pp | 78.9%-2.1pp | - |
| Annual return | 15.64% | 16.66%-1.0pp | 59.47%-43.8pp | - |
| Employer contribution / active EE | $5,744 | $2,524+127.6% | $4,333+32.6% | - |
| Participant deferral / active EE | $1,599 | $4,469-64.2% | $6,158-74.0% | - |
| Admin fee / account holder | $6,581 | $15,012-56.2% | $14,255-53.8% | - |