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 | $86,461 | $167,484-48.4% | $151,611-43.0% | $134,475-35.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.20% | 7.80%-2.6pp | 3.33%+1.9pp | 417.96%-412.8pp |
| Employer contribution / active EE | $6,861 | $6,829+0.5% | $6,166+11.3% | $4,740+44.8% |
| Participant deferral / active EE | $1,140 | $8,986-87.3% | $8,363-86.4% | $6,400-82.2% |
| Admin fee / account holder | $4,340 | $13,783-68.5% | $11,616-62.6% | $11,426-62.0% |