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 | $42,065 | $57,065-26.3% | $75,670-44.4% | $70,131-40.0% |
| Participation rate | 95.7% | 68.1%+27.6pp | 72.3%+23.3pp | 69.5%+26.1pp |
| Annual return | 14.57% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,174 | $1,817+19.7% | $2,352-7.6% | $2,342-7.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,434 | $3,825-62.5% | $5,800-75.3% | $4,645-69.1% |