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 | $103,443 | $148,978-30.6% | $200,582-48.4% | $84,808+22.0% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.4pp | 68.3%+27.0pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,799 | $4,815-0.3% | $6,419-25.2% | $2,631+82.4% |
| Participant deferral / active EE | $791 | $7,142-88.9% | $9,331-91.5% | $4,212-81.2% |
| Admin fee / account holder | $23,518 | $13,977+68.3% | $16,305+44.2% | $7,344+220.2% |