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 | $26,549 | $215,361-87.7% | $171,082-84.5% | $273,961-90.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 10.88% | 25.14%-14.3pp | 32.56%-21.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $3,184 | $4,967-35.9% | $4,002-20.4% | $4,869-34.6% |
| Participant deferral / active EE | $502 | $5,543-90.9% | $4,797-89.5% | $5,287-90.5% |
| Admin fee / account holder | $1,668 | $10,846-84.6% | $8,520-80.4% | $10,132-83.5% |