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 | $116,676 | $159,602-26.9% | $150,045-22.2% | $142,382-18.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,284 | $4,961-74.1% | $4,693-72.6% | $4,299-70.1% |
| Participant deferral / active EE | $2,201 | $8,310-73.5% | $7,997-72.5% | $6,507-66.2% |
| Admin fee / account holder | $1,238 | $14,846-91.7% | $13,435-90.8% | $12,624-90.2% |