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 | $72,415 | $177,572-59.2% | $154,803-53.2% | $142,382-49.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 14.29% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $891 | $4,810-81.5% | $4,305-79.3% | $4,299-79.3% |
| Participant deferral / active EE | $995 | $6,272-84.1% | $5,540-82.0% | $6,507-84.7% |
| Admin fee / account holder | $4,365 | $16,786-74.0% | $14,329-69.5% | $12,624-65.4% |