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 | $66,728 | $159,602-58.2% | $150,045-55.5% | $142,382-53.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 12.95% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,326 | $4,961-33.0% | $4,693-29.1% | $4,299-22.6% |
| Participant deferral / active EE | $1,818 | $8,310-78.1% | $7,997-77.3% | $6,507-72.1% |
| Admin fee / account holder | $656 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |