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 | $45,943 | $153,772-70.1% | $133,980-65.7% | $273,961-83.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 5.25% | 36.51%-31.3pp | 29.30%-24.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,930 | $6,029-34.8% | $5,211-24.6% | $4,869-19.3% |
| Participant deferral / active EE | $2,241 | $6,958-67.8% | $6,282-64.3% | $5,287-57.6% |
| Admin fee / account holder | $601 | $11,765-94.9% | $9,324-93.6% | $10,132-94.1% |