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 | $85,073 | $123,793-31.3% | $177,821-52.2% | $79,858+6.5% |
| Participation rate | 90.3% | 84.7%+5.6pp | 87.7%+2.6pp | 69.6%+20.6pp |
| Annual return | 14.66% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,890 | $4,095-53.9% | $5,918-68.1% | $2,471-23.5% |
| Participant deferral / active EE | $2,627 | $5,956-55.9% | $7,714-65.9% | $3,740-29.8% |
| Admin fee / account holder | $2,768 | $7,243-61.8% | $12,427-77.7% | $5,306-47.8% |