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 | $47,626 | $74,927-36.4% | $101,794-53.2% | $84,808-43.8% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 13.39% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,708 | $1,522+12.3% | $2,289-25.4% | $2,631-35.1% |
| Participant deferral / active EE | $516 | $3,099-83.3% | $4,084-87.4% | $4,212-87.7% |
| Admin fee / account holder | $2,268 | $6,514-65.2% | $8,777-74.2% | $7,344-69.1% |