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 | $130,901 | $197,591-33.8% | $177,821-26.4% | $158,922-17.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.32% | 58.76%-46.4pp | 48.32%-36.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $8,348 | $6,697+24.6% | $5,918+41.1% | $4,761+75.3% |
| Participant deferral / active EE | $1,448 | $8,405-82.8% | $7,714-81.2% | $5,982-75.8% |
| Admin fee / account holder | $574 | $15,399-96.3% | $12,427-95.4% | $11,246-94.9% |