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 | $141,728 | $153,772-7.8% | $133,980+5.8% | $273,961-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.32% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,666 | $6,029-72.4% | $5,211-68.0% | $4,869-65.8% |
| Participant deferral / active EE | $1,705 | $6,958-75.5% | $6,282-72.9% | $5,287-67.7% |
| Admin fee / account holder | $1,996 | $11,765-83.0% | $9,324-78.6% | $10,132-80.3% |