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 | $87,698 | $133,922-34.5% | $116,228-24.5% | $142,382-38.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 11.35% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,004 | $3,446-70.9% | $2,994-66.5% | $4,299-76.7% |
| Participant deferral / active EE | $751 | $5,672-86.8% | $4,953-84.8% | $6,507-88.5% |
| Admin fee / account holder | $9,465 | $14,945-36.7% | $11,989-21.1% | $12,624-25.0% |