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 | $104,535 | $148,978-29.8% | $200,582-47.9% | $84,808+23.3% |
| Participation rate | 97.9% | 84.2%+13.6pp | 86.9%+11.0pp | 68.3%+29.6pp |
| Annual return | 15.86% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,425 | $4,815-28.9% | $6,419-46.6% | $2,631+30.2% |
| Participant deferral / active EE | $2,876 | $7,142-59.7% | $9,331-69.2% | $4,212-31.7% |
| Admin fee / account holder | $8,526 | $13,977-39.0% | $16,305-47.7% | $7,344+16.1% |