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 5-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 | $35,660 | $111,754-68.1% | $103,333-65.5% | $145,922-75.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,208 | $4,212-0.1% | $3,868+8.8% | $4,660-9.7% |
| Participant deferral / active EE | $1,034 | $5,619-81.6% | $5,057-79.6% | $6,688-84.5% |
| Admin fee / account holder | $23,587 | $9,750+141.9% | $8,355+182.3% | $13,397+76.1% |