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 | $77,844 | $94,625-17.7% | $116,228-33.0% | $84,808-8.2% |
| Participation rate | 97.4% | 70.4%+27.0pp | 74.6%+22.9pp | 68.3%+29.1pp |
| Annual return | 16.56% | 20.40%-3.8pp | 90.06%-73.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,423 | $2,347+3.3% | $2,994-19.1% | $2,631-7.9% |
| Participant deferral / active EE | $1,161 | $3,972-70.8% | $4,953-76.6% | $4,212-72.4% |
| Admin fee / account holder | $786 | $10,091-92.2% | $11,989-93.4% | $7,344-89.3% |