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 | $78,431 | $198,466-60.5% | $170,442-54.0% | $147,584-46.9% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 15.53% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,912 | $6,184-36.7% | $5,433-28.0% | $4,876-19.8% |
| Participant deferral / active EE | $1,894 | $5,629-66.4% | $4,939-61.7% | $5,439-65.2% |
| Admin fee / account holder | $6,821 | $16,852-59.5% | $13,880-50.9% | $10,885-37.3% |