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 | $48,331 | $153,772-68.6% | $133,980-63.9% | $273,961-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 39.50% | 36.51%+3.0pp | 29.30%+10.2pp | 41.45%-1.9pp |
| Employer contribution / active EE | $2,556 | $6,029-57.6% | $5,211-50.9% | $4,869-47.5% |
| Participant deferral / active EE | $2,333 | $6,958-66.5% | $6,282-62.9% | $5,287-55.9% |
| Admin fee / account holder | $19,281 | $11,765+63.9% | $9,324+106.8% | $10,132+90.3% |