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 | $83,767 | $54,726+53.1% | $68,793+21.8% | $64,186+30.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 8.77% | -1.62%+10.4pp | -4.63%+13.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $3,341 | $1,846+81.0% | $2,625+27.3% | $2,381+40.3% |
| Participant deferral / active EE | $330 | $2,626-87.4% | $3,311-90.0% | $3,470-90.5% |
| Admin fee / account holder | $2,642 | $4,027-34.4% | $5,131-48.5% | $4,888-46.0% |