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 5-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 | $73,049 | $111,754-34.6% | $103,333-29.3% | $145,922-49.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.61% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $24,226 | $4,212+475.1% | $3,868+526.3% | $4,660+419.9% |
| Participant deferral / active EE | $385 | $5,619-93.1% | $5,057-92.4% | $6,688-94.2% |
| Admin fee / account holder | $6,454 | $9,750-33.8% | $8,355-22.8% | $13,397-51.8% |