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 | $120,400 | $148,978-19.2% | $200,582-40.0% | $84,808+42.0% |
| Participation rate | 87.2% | 84.2%+3.0pp | 86.9%+0.3pp | 68.3%+18.9pp |
| Annual return | 15.99% | 28.16%-12.2pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,701 | $4,815-23.1% | $6,419-42.3% | $2,631+40.7% |
| Participant deferral / active EE | $1,758 | $7,142-75.4% | $9,331-81.2% | $4,212-58.3% |
| Admin fee / account holder | $5,017 | $13,977-64.1% | $16,305-69.2% | $7,344-31.7% |