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 | $105,424 | $177,572-40.6% | $154,803-31.9% | $142,382-26.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 60.67% | 65.07%-4.4pp | 58.88%+1.8pp | 217.08%-156.4pp |
| Employer contribution / active EE | $15,030 | $4,810+212.4% | $4,305+249.1% | $4,299+249.6% |
| Participant deferral / active EE | $1,559 | $6,272-75.1% | $5,540-71.9% | $6,507-76.0% |
| Admin fee / account holder | $2,306 | $16,786-86.3% | $14,329-83.9% | $12,624-81.7% |