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 5-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 | $172,516 | $124,281+38.8% | $109,143+58.1% | $167,490+3.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,154 | $4,207-1.3% | $3,722+11.6% | $4,837-14.1% |
| Participant deferral / active EE | $519 | $5,255-90.1% | $4,653-88.9% | $6,341-91.8% |
| Admin fee / account holder | $1,749 | $7,970-78.1% | $6,752-74.1% | $12,309-85.8% |