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 8-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 | $146,203 | $183,519-20.3% | $155,509-6.0% | $145,922+0.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.17% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,332 | $5,313+56.8% | $4,672+78.3% | $4,660+78.8% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,074 | $19,313-94.4% | $15,912-93.2% | $13,397-92.0% |