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 | $52,254 | $92,222-43.3% | $76,768-31.9% | $135,375-61.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 6.67% | 5.46%+1.2pp | 2.43%+4.2pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,488 | $3,216-22.6% | $2,485+0.1% | $4,779-47.9% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,031 | $10,748-81.1% | $6,675-69.6% | $10,827-81.2% |