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 9-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 | $31,259 | $72,277-56.8% | $101,248-69.1% | $79,858-60.9% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.8%+22.7pp | 69.6%+28.9pp |
| Annual return | 14.67% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,162 | $2,692+128.9% | $3,660+68.4% | $2,471+149.4% |
| Participant deferral / active EE | $757 | $3,282-76.9% | $4,370-82.7% | $3,740-79.8% |
| Admin fee / account holder | $451 | $4,400-89.8% | $5,945-92.4% | $5,306-91.5% |