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 | $84,115 | $77,503+8.5% | $100,391-16.2% | $80,856+4.0% |
| Participation rate | 89.8% | 76.9%+12.9pp | 81.5%+8.3pp | 67.6%+22.2pp |
| Annual return | 13.29% | 37.20%-23.9pp | 49.20%-35.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,891 | $2,801-32.5% | $3,942-52.0% | $2,755-31.4% |
| Participant deferral / active EE | $2,644 | $6,820-61.2% | $8,082-67.3% | $4,296-38.4% |
| Admin fee / account holder | $9,092 | $5,897+54.2% | $7,899+15.1% | $6,918+31.4% |