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 | $89,924 | $148,978-39.6% | $200,582-55.2% | $84,808+6.0% |
| Participation rate | 86.2% | 84.2%+2.0pp | 86.9%-0.7pp | 68.3%+17.9pp |
| Annual return | 13.80% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,762 | $4,815-42.6% | $6,419-57.0% | $2,631+5.0% |
| Participant deferral / active EE | $2,503 | $7,142-65.0% | $9,331-73.2% | $4,212-40.6% |
| Admin fee / account holder | $1,676 | $13,977-88.0% | $16,305-89.7% | $7,344-77.2% |