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 | $24,136 | $68,719-64.9% | $91,541-73.6% | $84,808-71.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.94% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,916 | $1,920-0.2% | $2,505-23.5% | $2,631-27.2% |
| Participant deferral / active EE | $366 | $3,136-88.3% | $4,008-90.9% | $4,212-91.3% |
| Admin fee / account holder | $1,833 | $5,786-68.3% | $6,956-73.7% | $7,344-75.0% |