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 7-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 | $73,599 | $159,901-54.0% | $146,958-49.9% | $145,922-49.6% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 10.79% | 98.13%-87.3pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,279 | $5,286-19.1% | $4,933-13.3% | $4,660-8.2% |
| Participant deferral / active EE | $1,353 | $8,428-83.9% | $8,070-83.2% | $6,688-79.8% |
| Admin fee / account holder | $3,779 | $15,044-74.9% | $12,998-70.9% | $13,397-71.8% |