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 | $75,930 | $72,492+4.7% | $87,100-12.8% | $72,985+4.0% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.2pp |
| Annual return | 18.93% | 24.46%-5.5pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,328 | $1,894+75.7% | $2,521+32.0% | $2,440+36.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,462 | $5,055-51.3% | $7,497-67.2% | $5,124-51.9% |