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 | $53,433 | $115,770-53.8% | $101,248-47.2% | $158,922-66.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.57% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $774 | $4,175-81.5% | $3,660-78.9% | $4,761-83.7% |
| Participant deferral / active EE | $969 | $4,957-80.5% | $4,370-77.8% | $5,982-83.8% |
| Admin fee / account holder | $1,105 | $7,245-84.8% | $5,945-81.4% | $11,246-90.2% |