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 | $119,669 | $181,894-34.2% | $156,549-23.6% | $273,961-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.10% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $5,057 | $6,248-19.1% | $5,501-8.1% | $4,869+3.9% |
| Participant deferral / active EE | $755 | $5,550-86.4% | $4,871-84.5% | $5,287-85.7% |
| Admin fee / account holder | $7,894 | $15,559-49.3% | $13,027-39.4% | $10,132-22.1% |