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 | $68,014 | $107,452-36.7% | $91,541-25.7% | $142,382-52.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.63% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,690 | $2,994-43.6% | $2,505-32.5% | $4,299-60.7% |
| Participant deferral / active EE | $623 | $4,754-86.9% | $4,008-84.5% | $6,507-90.4% |
| Admin fee / account holder | $6,898 | $8,834-21.9% | $6,956-0.8% | $12,624-45.4% |