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 | $92,735 | $98,240-5.6% | $82,313+12.7% | $147,584-37.2% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 12.78% | 30.85%-18.1pp | 25.88%-13.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $730 | $3,192-77.1% | $2,428-70.0% | $4,876-85.0% |
| Participant deferral / active EE | $901 | $4,383-79.4% | $3,706-75.7% | $5,439-83.4% |
| Admin fee / account holder | $6,099 | $8,563-28.8% | $5,608+8.7% | $10,885-44.0% |