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 | $95,217 | $72,277+31.7% | $101,248-6.0% | $79,858+19.2% |
| Participation rate | 93.7% | 68.5%+25.2pp | 75.8%+17.9pp | 69.6%+24.0pp |
| Annual return | 10.94% | 22.30%-11.4pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $797 | $2,692-70.4% | $3,660-78.2% | $2,471-67.7% |
| Participant deferral / active EE | $1,188 | $3,282-63.8% | $4,370-72.8% | $3,740-68.2% |
| Admin fee / account holder | $1,951 | $4,400-55.7% | $5,945-67.2% | $5,306-63.2% |