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 | $20,064 | $177,572-88.7% | $154,803-87.0% | $142,382-85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.04% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,712 | $4,810-2.1% | $4,305+9.4% | $4,299+9.6% |
| Participant deferral / active EE | $1,621 | $6,272-74.1% | $5,540-70.7% | $6,507-75.1% |
| Admin fee / account holder | $1,338 | $16,786-92.0% | $14,329-90.7% | $12,624-89.4% |