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 | $117,773 | $135,952-13.4% | $123,892-4.9% | $273,961-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 38.65% | 56.63%-18.0pp | 47.52%-8.9pp | 41.45%-2.8pp |
| Employer contribution / active EE | $5,390 | $5,170+4.3% | $4,617+16.7% | $4,869+10.7% |
| Participant deferral / active EE | $560 | $6,343-91.2% | $5,984-90.6% | $5,287-89.4% |
| Admin fee / account holder | $8,063 | $9,817-17.9% | $8,357-3.5% | $10,132-20.4% |