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 | $45,825 | $91,407-49.9% | $135,903-66.3% | $71,457-35.9% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.1pp |
| Annual return | 22.86% | 29.90%-7.0pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,099 | $3,703-70.3% | $4,856-77.4% | $2,588-57.5% |
| Participant deferral / active EE | $2,738 | $7,092-61.4% | $7,758-64.7% | $4,289-36.2% |
| Admin fee / account holder | $1,399 | $1,266+10.5% | $10,762-87.0% | $1,587-11.9% |