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 10-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 | $111,307 | $179,726-38.1% | $156,263-28.8% | $142,382-21.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 12.47% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,365 | $6,956-80.4% | $6,158-77.8% | $6,507-79.0% |
| Admin fee / account holder | $13,160 | $17,272-23.8% | $14,255-7.7% | $12,624+4.2% |