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 5-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 | $97,968 | $60,892+60.9% | $82,389+18.9% | $84,808+15.5% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.5pp |
| Annual return | 44.16% | 37.29%+6.9pp | 28.67%+15.5pp | 40.90%+3.3pp |
| Employer contribution / active EE | $5,938 | $1,779+233.7% | $2,517+135.9% | $2,631+125.7% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,897 | $5,467-65.3% | $7,231-73.8% | $7,344-74.2% |