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 7-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 | $37,182 | $72,277-48.6% | $101,248-63.3% | $79,858-53.4% |
| Participation rate | 84.9% | 68.5%+16.5pp | 75.8%+9.1pp | 69.6%+15.3pp |
| Annual return | 14.46% | 22.30%-7.8pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,288 | $2,692-15.0% | $3,660-37.5% | $2,471-7.4% |
| Participant deferral / active EE | $1,328 | $3,282-59.5% | $4,370-69.6% | $3,740-64.5% |
| Admin fee / account holder | $384 | $4,400-91.3% | $5,945-93.5% | $5,306-92.8% |