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 8-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 | $54,928 | $201,272-72.7% | $184,203-70.2% | $145,922-62.4% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 11.26% | 29.00%-17.7pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,550 | $7,022-77.9% | $6,427-75.9% | $4,660-66.7% |
| Participant deferral / active EE | $2,954 | $9,806-69.9% | $9,131-67.7% | $6,688-55.8% |
| Admin fee / account holder | $2,120 | $16,364-87.0% | $13,901-84.7% | $13,397-84.2% |