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 4-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 | $138,237 | $109,881+25.8% | $150,045-7.9% | $84,808+63.0% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 19.42% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $17,277 | $3,561+385.1% | $4,693+268.1% | $2,631+556.7% |
| Participant deferral / active EE | $182 | $6,636-97.3% | $7,997-97.7% | $4,212-95.7% |
| Admin fee / account holder | $2,395 | $8,568-72.1% | $13,435-82.2% | $7,344-67.4% |