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 9-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 | $78,159 | $209,411-62.7% | $178,490-56.2% | $158,922-50.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.25% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $5,217 | $5,706-8.6% | $5,011+4.1% | $4,761+9.6% |
| Participant deferral / active EE | $826 | $5,954-86.1% | $5,202-84.1% | $5,982-86.2% |
| Admin fee / account holder | $6,903 | $17,074-59.6% | $13,984-50.6% | $11,246-38.6% |