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 4-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 | $24,918 | $110,257-77.4% | $96,544-74.2% | $139,434-82.1% |
| Participation rate | 78.9% | 78.1%+0.9pp | 76.0%+3.0pp | 80.3%-1.4pp |
| Annual return | 9.82% | 26.32%-16.5pp | 25.84%-16.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $299 | $5,548-94.6% | $4,851-93.8% | $6,710-95.6% |
| Admin fee / account holder | $10,950 | $11,591-5.5% | $8,252+32.7% | $11,403-4.0% |