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 | $156,062 | $177,572-12.1% | $154,803+0.8% | $142,382+9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,190 | $4,810-12.9% | $4,305-2.7% | $4,299-2.5% |
| Participant deferral / active EE | $205 | $6,272-96.7% | $5,540-96.3% | $6,507-96.9% |
| Admin fee / account holder | $2,181 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |