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 | $35,067 | $167,307-79.0% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 80.05% | 0.46%+79.6pp | -0.04%+80.1pp | 417.96%-337.9pp |
| Employer contribution / active EE | $2,818 | $5,619-49.8% | $4,951-43.1% | $4,740-40.5% |
| Participant deferral / active EE | $1,442 | $6,446-77.6% | $5,637-74.4% | $6,400-77.5% |
| Admin fee / account holder | $2,668 | $18,088-85.3% | $14,673-81.8% | $11,426-76.7% |