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 | $62,806 | $162,781-61.4% | $133,956-53.1% | $158,922-60.5% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 16.48% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,591 | $4,975-68.0% | $3,919-59.4% | $4,761-66.6% |
| Participant deferral / active EE | $764 | $5,911-87.1% | $5,048-84.9% | $5,982-87.2% |
| Admin fee / account holder | $893 | $11,736-92.4% | $8,927-90.0% | $11,246-92.1% |