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 | $112,598 | $159,602-29.5% | $150,045-25.0% | $142,382-20.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,857 | $4,961-42.4% | $4,693-39.1% | $4,299-33.5% |
| Participant deferral / active EE | $736 | $8,310-91.1% | $7,997-90.8% | $6,507-88.7% |
| Admin fee / account holder | $3,632 | $14,846-75.5% | $13,435-73.0% | $12,624-71.2% |