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 | $80,553 | $109,359-26.3% | $162,163-50.3% | $72,985+10.4% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 23.42% | 25.46%-2.0pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,510 | $3,907-61.3% | $5,614-73.1% | $2,440-38.1% |
| Participant deferral / active EE | $1,615 | $5,481-70.5% | $7,298-77.9% | $3,607-55.2% |
| Admin fee / account holder | $749 | $7,972-90.6% | $10,843-93.1% | $5,124-85.4% |