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 3-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 | $37,155 | $177,572-79.1% | $154,803-76.0% | $142,382-73.9% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 19.22% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,392 | $4,810-71.1% | $4,305-67.7% | $4,299-67.6% |
| Participant deferral / active EE | $1,556 | $6,272-75.2% | $5,540-71.9% | $6,507-76.1% |
| Admin fee / account holder | $1,519 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |