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 | $121,904 | $112,096+8.8% | $95,952+27.0% | $158,922-23.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 10.32% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $935 | $3,198-70.8% | $2,541-63.2% | $4,761-80.4% |
| Participant deferral / active EE | $1,333 | $4,784-72.1% | $4,167-68.0% | $5,982-77.7% |
| Admin fee / account holder | $1,021 | $10,130-89.9% | $6,795-85.0% | $11,246-90.9% |