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 3-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 | $112,161 | $148,978-24.7% | $200,582-44.1% | $84,808+32.3% |
| Participation rate | 75.4% | 84.2%-8.8pp | 86.9%-11.4pp | 68.3%+7.1pp |
| Annual return | 16.10% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,089 | $4,815-15.1% | $6,419-36.3% | $2,631+55.4% |
| Participant deferral / active EE | $3,004 | $7,142-57.9% | $9,331-67.8% | $4,212-28.7% |
| Admin fee / account holder | $2,242 | $13,977-84.0% | $16,305-86.3% | $7,344-69.5% |