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 | $63,313 | $87,135-27.3% | $206,214-69.3% | $116,875-45.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 17.65% | 22.51%-4.9pp | -1.60%+19.2pp | 16.29%+1.4pp |
| Employer contribution / active EE | $3,724 | $3,046+22.3% | $5,967-37.6% | $3,288+13.3% |
| Participant deferral / active EE | $790 | $3,898-79.7% | $4,649-83.0% | $3,885-79.7% |
| Admin fee / account holder | $2,926 | $8,630-66.1% | $13,671-78.6% | $12,263-76.1% |