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 | $128,998 | $165,984-22.3% | $164,813-21.7% | $145,922-11.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 18.31% | 100.03%-81.7pp | 69.93%-51.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,289 | $5,273-75.6% | $4,341-70.3% | $4,660-72.3% |
| Participant deferral / active EE | $2,020 | $6,959-71.0% | $6,031-66.5% | $6,688-69.8% |
| Admin fee / account holder | $2,125 | $16,648-87.2% | $12,690-83.3% | $13,397-84.1% |