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 | $67,645 | $87,013-22.3% | $106,213-36.3% | $80,856-16.3% |
| Participation rate | 88.1% | 70.4%+17.7pp | 75.3%+12.8pp | 67.6%+20.5pp |
| Annual return | 23.22% | 17.05%+6.2pp | 116.14%-92.9pp | 35.59%-12.4pp |
| Employer contribution / active EE | $2,109 | $2,395-12.0% | $3,171-33.5% | $2,755-23.5% |
| Participant deferral / active EE | $1,090 | $3,986-72.7% | $5,016-78.3% | $4,296-74.6% |
| Admin fee / account holder | $915 | $8,431-89.1% | $11,033-91.7% | $6,918-86.8% |