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 | $70,877 | $138,347-48.8% | $184,203-61.5% | $80,856-12.3% |
| Participation rate | 95.1% | 83.9%+11.3pp | 86.8%+8.3pp | 67.6%+27.5pp |
| Annual return | 17.53% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $4,788 | $4,850-1.3% | $6,427-25.5% | $2,755+73.8% |
| Participant deferral / active EE | $2,372 | $7,071-66.5% | $9,131-74.0% | $4,296-44.8% |
| Admin fee / account holder | $10,551 | $10,483+0.6% | $13,901-24.1% | $6,918+52.5% |