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 6-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 | $140,709 | $214,378-34.4% | $200,582-29.8% | $142,382-1.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.18% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,357 | $6,841-21.7% | $6,419-16.5% | $4,299+24.6% |
| Participant deferral / active EE | $2,250 | $9,865-77.2% | $9,331-75.9% | $6,507-65.4% |
| Admin fee / account holder | $2,163 | $17,692-87.8% | $16,305-86.7% | $12,624-82.9% |