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 | $90,696 | $123,793-26.7% | $177,821-49.0% | $79,858+13.6% |
| Participation rate | 76.1% | 84.7%-8.5pp | 87.7%-11.6pp | 69.6%+6.5pp |
| Annual return | 13.52% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,465 | $4,095-64.2% | $5,918-75.2% | $2,471-40.7% |
| Participant deferral / active EE | $2,620 | $5,956-56.0% | $7,714-66.0% | $3,740-29.9% |
| Admin fee / account holder | $6,857 | $7,243-5.3% | $12,427-44.8% | $5,306+29.2% |