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 | $134,355 | $209,411-35.8% | $178,490-24.7% | $158,922-15.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.46% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,103 | $5,706-28.1% | $5,011-18.1% | $4,761-13.8% |
| Participant deferral / active EE | $1,054 | $5,954-82.3% | $5,202-79.7% | $5,982-82.4% |
| Admin fee / account holder | $6,346 | $17,074-62.8% | $13,984-54.6% | $11,246-43.6% |