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 | $29,594 | $81,460-63.7% | $103,333-71.4% | $80,856-63.4% |
| Participation rate | 78.2% | 66.8%+11.3pp | 74.5%+3.7pp | 67.6%+10.5pp |
| Annual return | 15.61% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,179 | $3,105+34.6% | $3,868+8.0% | $2,755+51.7% |
| Participant deferral / active EE | $1,454 | $3,869-62.4% | $5,057-71.2% | $4,296-66.1% |
| Admin fee / account holder | $12,131 | $6,566+84.7% | $8,355+45.2% | $6,918+75.4% |