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 | $41,876 | $109,881-61.9% | $150,045-72.1% | $84,808-50.6% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 19.34% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,775 | $3,561+62.2% | $4,693+23.0% | $2,631+119.5% |
| Participant deferral / active EE | $2,313 | $6,636-65.1% | $7,997-71.1% | $4,212-45.1% |
| Admin fee / account holder | $1,452 | $8,568-83.1% | $13,435-89.2% | $7,344-80.2% |