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 | $74,164 | $214,378-65.4% | $200,582-63.0% | $142,382-47.9% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 15.22% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,818 | $6,841-44.2% | $6,419-40.5% | $4,299-11.2% |
| Participant deferral / active EE | $1,326 | $9,865-86.6% | $9,331-85.8% | $6,507-79.6% |
| Admin fee / account holder | $9,007 | $17,692-49.1% | $16,305-44.8% | $12,624-28.6% |