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 | $32,225 | $64,324-49.9% | $118,925-72.9% | $79,858-59.6% |
| Participation rate | 93.5% | 64.9%+28.7pp | 75.4%+18.2pp | 69.6%+23.9pp |
| Annual return | 13.10% | 86.45%-73.3pp | 35.88%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,078 | $1,836+67.6% | $3,263-5.7% | $2,471+24.6% |
| Participant deferral / active EE | $549 | $2,824-80.5% | $4,265-87.1% | $3,740-85.3% |
| Admin fee / account holder | $971 | $4,040-76.0% | $6,581-85.2% | $5,306-81.7% |