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 | $59,765 | $153,772-61.1% | $133,980-55.4% | $273,961-78.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.25% | 36.51%-27.3pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $6,920 | $6,029+14.8% | $5,211+32.8% | $4,869+42.1% |
| Participant deferral / active EE | $2,197 | $6,958-68.4% | $6,282-65.0% | $5,287-58.4% |
| Admin fee / account holder | $755 | $11,765-93.6% | $9,324-91.9% | $10,132-92.6% |