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 | $104,049 | $86,929+19.7% | $102,423+1.6% | $80,856+28.7% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.5pp |
| Annual return | 16.68% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,676 | $2,369-29.3% | $3,023-44.6% | $2,755-39.2% |
| Participant deferral / active EE | $1,829 | $4,118-55.6% | $5,053-63.8% | $4,296-57.4% |
| Admin fee / account holder | $4,098 | $8,049-49.1% | $9,451-56.6% | $6,918-40.8% |