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 | $40,353 | $106,515-62.1% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.3%-3.5pp | 80.3%-9.5pp |
| Annual return | 14.84% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,694 | $4,103+38.8% | $3,737+52.4% | $4,751+19.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $622 | $7,877-92.1% | $6,730-90.8% | $11,403-94.5% |