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 | $95,372 | $201,272-52.6% | $184,203-48.2% | $145,922-34.6% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 9.79% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,667 | $7,022-76.3% | $6,427-74.1% | $4,660-64.2% |
| Participant deferral / active EE | $2,478 | $9,806-74.7% | $9,131-72.9% | $6,688-63.0% |
| Admin fee / account holder | $8,362 | $16,364-48.9% | $13,901-39.8% | $13,397-37.6% |