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 | $102,042 | $86,929+17.4% | $102,423-0.4% | $80,856+26.2% |
| Participation rate | 88.4% | 72.4%+16.0pp | 76.5%+11.9pp | 67.6%+20.8pp |
| Annual return | 11.74% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,110 | $2,369-53.1% | $3,023-63.3% | $2,755-59.7% |
| Participant deferral / active EE | $1,305 | $4,118-68.3% | $5,053-74.2% | $4,296-69.6% |
| Admin fee / account holder | $3,931 | $8,049-51.2% | $9,451-58.4% | $6,918-43.2% |