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 | $83,466 | $82,882+0.7% | $127,761-34.7% | $72,985+14.4% |
| Participation rate | 72.0% | 71.5%+0.5pp | 79.0%-7.0pp | 69.5%+2.5pp |
| Annual return | 23.88% | 32.20%-8.3pp | 26.14%-2.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,259 | $3,346-62.4% | $4,574-72.5% | $2,440-48.4% |
| Participant deferral / active EE | $1,585 | $4,791-66.9% | $6,021-73.7% | $3,607-56.1% |
| Admin fee / account holder | $5,881 | $6,487-9.3% | $9,395-37.4% | $5,124+14.8% |