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 9-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 | $109,660 | $197,263-44.4% | $115,157-4.8% | - |
| Participation rate | 79.8% | 67.9%+11.9pp | 75.9%+3.9pp | - |
| Annual return | 5.79% | 16.18%-10.4pp | 35.60%-29.8pp | - |
| Employer contribution / active EE | $1,627 | $1,949-16.5% | $3,179-48.8% | - |
| Participant deferral / active EE | $2,900 | $3,315-12.5% | $4,168-30.4% | - |
| Admin fee / account holder | $5,021 | $14,091-64.4% | $7,088-29.2% | - |