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 | $83,325 | $73,004+14.1% | $90,749-8.2% | $68,494+21.7% |
| Participation rate | 81.1% | 70.8%+10.3pp | 75.7%+5.4pp | 67.9%+13.2pp |
| Annual return | 3.59% | -13.81%+17.4pp | -12.16%+15.8pp | -7.84%+11.4pp |
| Employer contribution / active EE | $4,077 | $2,193+85.9% | $2,921+39.6% | $2,596+57.0% |
| Participant deferral / active EE | $673 | $3,627-81.4% | $4,564-85.3% | $4,027-83.3% |
| Admin fee / account holder | $3,915 | $5,896-33.6% | $8,445-53.6% | $5,403-27.5% |