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 | $92,770 | $109,881-15.6% | $150,045-38.2% | $84,808+9.4% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 16.20% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,619 | $3,561-26.4% | $4,693-44.2% | $2,631-0.4% |
| Participant deferral / active EE | $2,557 | $6,636-61.5% | $7,997-68.0% | $4,212-39.3% |
| Admin fee / account holder | $2,213 | $8,568-74.2% | $13,435-83.5% | $7,344-69.9% |