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 | $135,925 | $111,301+22.1% | $112,977+20.3% | $158,922-14.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 24.92% | 26.40%-1.5pp | 24.24%+0.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,729 | $4,471-16.6% | $4,255-12.4% | $4,761-21.7% |
| Participant deferral / active EE | $1,238 | $5,880-79.0% | $5,836-78.8% | $5,982-79.3% |
| Admin fee / account holder | $3,743 | $8,392-55.4% | $6,294-40.5% | $11,246-66.7% |