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 | $45,353 | $43,327+4.7% | $59,878-24.3% | $64,186-29.3% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | 10.09% | -1.55%+11.6pp | 3.46%+6.6pp | 7.63%+2.5pp |
| Employer contribution / active EE | $4,195 | $2,028+106.8% | $2,722+54.1% | $2,381+76.2% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,223 | $3,005-59.3% | $3,590-65.9% | $4,888-75.0% |