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 | $66,024 | $148,978-55.7% | $200,582-67.1% | $84,808-22.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.81% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,742 | $4,815-43.1% | $6,419-57.3% | $2,631+4.2% |
| Participant deferral / active EE | $3,056 | $7,142-57.2% | $9,331-67.3% | $4,212-27.4% |
| Admin fee / account holder | $1,361 | $13,977-90.3% | $16,305-91.7% | $7,344-81.5% |