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 | $146,530 | $165,335-11.4% | $149,696-2.1% | $158,922-7.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.11% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,906 | $5,103-23.4% | $4,644-15.9% | $4,761-18.0% |
| Participant deferral / active EE | $1,349 | $7,181-81.2% | $6,842-80.3% | $5,982-77.5% |
| Admin fee / account holder | $26,951 | $10,807+149.4% | $9,309+189.5% | $11,246+139.7% |