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 | $110,393 | $148,534-25.7% | $135,903-18.8% | $139,434-20.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.71% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $841 | $8,100-89.6% | $7,758-89.2% | $6,710-87.5% |
| Admin fee / account holder | $5,190 | $12,400-58.1% | $10,762-51.8% | $11,403-54.5% |