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 6-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 | $154,427 | $214,378-28.0% | $200,582-23.0% | $142,382+8.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 16.98% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,805 | $6,841-73.6% | $6,419-71.9% | $4,299-58.0% |
| Participant deferral / active EE | $1,283 | $9,865-87.0% | $9,331-86.2% | $6,507-80.3% |
| Admin fee / account holder | $32,691 | $17,692+84.8% | $16,305+100.5% | $12,624+159.0% |