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 | $76,611 | $123,793-38.1% | $177,821-56.9% | $79,858-4.1% |
| Participation rate | 81.5% | 84.7%-3.2pp | 87.7%-6.2pp | 69.6%+11.8pp |
| Annual return | 20.00% | 22.82%-2.8pp | 48.32%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,427 | $4,095-65.1% | $5,918-75.9% | $2,471-42.2% |
| Participant deferral / active EE | $2,764 | $5,956-53.6% | $7,714-64.2% | $3,740-26.1% |
| Admin fee / account holder | $3,758 | $7,243-48.1% | $12,427-69.8% | $5,306-29.2% |