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 | $66,674 | $109,413-39.1% | $156,263-57.3% | $84,808-21.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.82% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,467 | $2,907+19.3% | $4,333-20.0% | $2,631+31.8% |
| Participant deferral / active EE | $1,252 | $4,590-72.7% | $6,158-79.7% | $4,212-70.3% |
| Admin fee / account holder | $1,389 | $9,357-85.2% | $14,255-90.3% | $7,344-81.1% |