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 | $65,727 | $179,726-63.4% | $156,263-57.9% | $142,382-53.8% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 19.43% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,053 | $5,069+19.4% | $4,333+39.7% | $4,299+40.8% |
| Participant deferral / active EE | $892 | $6,956-87.2% | $6,158-85.5% | $6,507-86.3% |
| Admin fee / account holder | $6,870 | $17,272-60.2% | $14,255-51.8% | $12,624-45.6% |