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 | $99,399 | $56,897+74.7% | $84,750+17.3% | $62,891+58.0% |
| Participation rate | 93.7% | 68.5%+25.1pp | 76.6%+17.1pp | 69.3%+24.3pp |
| Annual return | 5.04% | 6.30%-1.3pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $899 | $2,709-66.8% | $3,712-75.8% | $3,203-71.9% |
| Admin fee / account holder | $4,021 | $3,581+12.3% | $5,332-24.6% | $4,296-6.4% |