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 | $147,270 | $201,272-26.8% | $184,203-20.1% | $145,922+0.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 17.27% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,872 | $7,022-73.3% | $6,427-70.9% | $4,660-59.8% |
| Participant deferral / active EE | $2,127 | $9,806-78.3% | $9,131-76.7% | $6,688-68.2% |
| Admin fee / account holder | $986 | $16,364-94.0% | $13,901-92.9% | $13,397-92.6% |