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 | $56,976 | $228,332-75.0% | $185,823-69.3% | $158,922-64.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.79% | 40.80%-32.0pp | 35.95%-27.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $588 | $4,967-88.2% | $4,087-85.6% | $4,761-87.7% |
| Participant deferral / active EE | $625 | $6,415-90.3% | $5,632-88.9% | $5,982-89.6% |
| Admin fee / account holder | $598 | $11,864-95.0% | $9,500-93.7% | $11,246-94.7% |