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 | $28,995 | $217,402-86.7% | $185,823-84.4% | $167,490-82.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.32% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,647 | $5,873-72.0% | $5,167-68.1% | $4,837-66.0% |
| Participant deferral / active EE | $509 | $6,356-92.0% | $5,568-90.9% | $6,341-92.0% |
| Admin fee / account holder | $7,670 | $19,811-61.3% | $16,237-52.8% | $12,309-37.7% |