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 | $32,467 | $127,065-74.4% | $113,168-71.3% | $142,382-77.2% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 15.30% | 24.03%-8.7pp | 24.27%-9.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,951 | $3,442-43.3% | $2,975-34.4% | $4,299-54.6% |
| Participant deferral / active EE | $1,276 | $5,716-77.7% | $5,107-75.0% | $6,507-80.4% |
| Admin fee / account holder | $1,501 | $15,736-90.5% | $12,068-87.6% | $12,624-88.1% |