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 | $63,246 | $95,803-34.0% | $113,168-44.1% | $84,808-25.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.94% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,922 | $2,360-18.6% | $2,975-35.4% | $2,631-26.9% |
| Participant deferral / active EE | $1,696 | $4,242-60.0% | $5,107-66.8% | $4,212-59.7% |
| Admin fee / account holder | $7,243 | $8,989-19.4% | $12,068-40.0% | $7,344-1.4% |