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 | $68,970 | $86,929-20.7% | $102,423-32.7% | $80,856-14.7% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+25.0pp |
| Annual return | 12.94% | 18.88%-5.9pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,124 | $2,369+116.3% | $3,023+69.5% | $2,755+86.0% |
| Participant deferral / active EE | $1,334 | $4,118-67.6% | $5,053-73.6% | $4,296-68.9% |
| Admin fee / account holder | $11,774 | $8,049+46.3% | $9,451+24.6% | $6,918+70.2% |