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 6-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 | $21,408 | $114,381-81.3% | $107,525-80.1% | $142,382-85.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 19.66% | 242.71%-223.0pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,457 | $4,015-63.7% | $3,754-61.2% | $4,299-66.1% |
| Participant deferral / active EE | $1,457 | $5,564-73.8% | $5,116-71.5% | $6,507-77.6% |
| Admin fee / account holder | $2,009 | $9,860-79.6% | $8,919-77.5% | $12,624-84.1% |