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 | $83,493 | $159,602-47.7% | $150,045-44.4% | $142,382-41.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 21.90% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,863 | $4,961-62.4% | $4,693-60.3% | $4,299-56.7% |
| Participant deferral / active EE | $2,374 | $8,310-71.4% | $7,997-70.3% | $6,507-63.5% |
| Admin fee / account holder | $364 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |