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 | $98,392 | $63,764+54.3% | $81,930+20.1% | $79,858+23.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.01% | 22.66%-12.7pp | 29.49%-19.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $4,378 | $1,795+143.8% | $4,310+1.6% | $2,471+77.2% |
| Participant deferral / active EE | $702 | $2,780-74.7% | $7,107-90.1% | $3,740-81.2% |
| Admin fee / account holder | $10,809 | $4,426+144.2% | $5,158+109.6% | $5,306+103.7% |