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 3-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 | $30,074 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $931 | $4,810-80.6% | $4,305-78.4% | $4,299-78.3% |
| Participant deferral / active EE | $761 | $6,272-87.9% | $5,540-86.3% | $6,507-88.3% |
| Admin fee / account holder | $5,228 | $16,786-68.9% | $14,329-63.5% | $12,624-58.6% |