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 | $27,578 | $179,726-84.7% | $156,263-82.4% | $142,382-80.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.60% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,441 | $5,069-51.9% | $4,333-43.7% | $4,299-43.2% |
| Participant deferral / active EE | $2,040 | $6,956-70.7% | $6,158-66.9% | $6,507-68.7% |
| Admin fee / account holder | $2,532 | $17,272-85.3% | $14,255-82.2% | $12,624-79.9% |