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 | $100,849 | $81,460+23.8% | $103,333-2.4% | $80,856+24.7% |
| Participation rate | 70.6% | 66.8%+3.7pp | 74.5%-3.9pp | 67.6%+3.0pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $12,689 | $3,105+308.6% | $3,868+228.1% | $2,755+360.6% |
| Participant deferral / active EE | $603 | $3,869-84.4% | $5,057-88.1% | $4,296-86.0% |
| Admin fee / account holder | $39,221 | $6,566+497.3% | $8,355+369.5% | $6,918+466.9% |