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 | $83,218 | $117,841-29.4% | $102,423-18.8% | $145,922-43.0% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 13.12% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,762 | $3,615+31.7% | $3,023+57.5% | $4,660+2.2% |
| Participant deferral / active EE | $309 | $5,731-94.6% | $5,053-93.9% | $6,688-95.4% |
| Admin fee / account holder | $1,957 | $13,326-85.3% | $9,451-79.3% | $13,397-85.4% |