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 | $46,446 | $116,875-60.3% | $135,584-65.7% | $116,875-60.3% |
| Participation rate | 72.0% | 74.5%-2.5pp | 74.9%-2.9pp | 74.5%-2.5pp |
| Annual return | 13.28% | 16.29%-3.0pp | -6.29%+19.6pp | 16.29%-3.0pp |
| Employer contribution / active EE | $1,654 | $3,288-49.7% | $2,978-44.5% | $3,288-49.7% |
| Participant deferral / active EE | $1,340 | $3,885-65.5% | $3,505-61.8% | $3,885-65.5% |
| Admin fee / account holder | $4,101 | $12,263-66.6% | $7,720-46.9% | $12,263-66.6% |