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 3-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 | $100,462 | $159,602-37.1% | $150,045-33.0% | $142,382-29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 172.50% | 70.24%+102.3pp | 62.55%+110.0pp | 217.08%-44.6pp |
| Employer contribution / active EE | $1,657 | $4,961-66.6% | $4,693-64.7% | $4,299-61.5% |
| Participant deferral / active EE | $1,242 | $8,310-85.1% | $7,997-84.5% | $6,507-80.9% |
| Admin fee / account holder | $1,175 | $14,846-92.1% | $13,435-91.3% | $12,624-90.7% |