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 | $172,478 | $135,952+26.9% | $123,892+39.2% | $273,961-37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.54% | 56.63%-52.1pp | 47.52%-43.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $4,175 | $5,170-19.2% | $4,617-9.6% | $4,869-14.3% |
| Participant deferral / active EE | $482 | $6,343-92.4% | $5,984-91.9% | $5,287-90.9% |
| Admin fee / account holder | $13,581 | $9,817+38.3% | $8,357+62.5% | $10,132+34.0% |