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 7-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 | $168,012 | $124,319+35.1% | $111,297+51.0% | $167,490+0.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.26% | 37.44%-25.2pp | 54.65%-42.4pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,724 | $3,435-20.7% | $2,731-0.3% | $4,837-43.7% |
| Participant deferral / active EE | $724 | $5,180-86.0% | $4,487-83.9% | $6,341-88.6% |
| Admin fee / account holder | $1,011 | $10,618-90.5% | $7,964-87.3% | $12,309-91.8% |