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 | $53,547 | $185,822-71.2% | $169,993-68.5% | $139,434-61.6% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 14.20% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,051 | $7,590-59.8% | $6,785-55.0% | $4,751-35.8% |
| Participant deferral / active EE | $2,858 | $11,622-75.4% | $10,408-72.5% | $6,710-57.4% |
| Admin fee / account holder | $13,331 | $15,381-13.3% | $12,815+4.0% | $11,403+16.9% |