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 | $89,441 | $138,347-35.4% | $184,203-51.4% | $80,856+10.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,772 | $4,850-63.5% | $6,427-72.4% | $2,755-35.7% |
| Participant deferral / active EE | $2,757 | $7,071-61.0% | $9,131-69.8% | $4,296-35.8% |
| Admin fee / account holder | $6,148 | $10,483-41.4% | $13,901-55.8% | $6,918-11.1% |