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 | $83,746 | $109,413-23.5% | $156,263-46.4% | $84,808-1.3% |
| Participation rate | 93.1% | 72.7%+20.4pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 12.61% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,546 | $2,907-46.8% | $4,333-64.3% | $2,631-41.2% |
| Participant deferral / active EE | $1,899 | $4,590-58.6% | $6,158-69.2% | $4,212-54.9% |
| Admin fee / account holder | $24,334 | $9,357+160.1% | $14,255+70.7% | $7,344+231.4% |