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 | $139,166 | $185,822-25.1% | $169,993-18.1% | $139,434-0.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.53% | 60.50%-48.0pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $7,343 | $7,590-3.3% | $6,785+8.2% | $4,751+54.6% |
| Participant deferral / active EE | $2,065 | $11,622-82.2% | $10,408-80.2% | $6,710-69.2% |
| Admin fee / account holder | $1,941 | $15,381-87.4% | $12,815-84.9% | $11,403-83.0% |