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 | $174,654 | $180,028-3.0% | $138,135+26.4% | $158,922+9.9% |
| Participation rate | 70.0% | 82.2%-12.2pp | 78.7%-8.7pp | 82.0%-12.0pp |
| Annual return | 17.06% | 21.68%-4.6pp | 20.51%-3.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,757 | $7,717-77.2% | $6,431-72.7% | $5,982-70.6% |
| Admin fee / account holder | $826 | $17,912-95.4% | $11,856-93.0% | $11,246-92.7% |