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 7-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 | $25,057 | $127,065-80.3% | $113,168-77.9% | $142,382-82.4% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 14.75% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $899 | $3,442-73.9% | $2,975-69.8% | $4,299-79.1% |
| Participant deferral / active EE | $1,128 | $5,716-80.3% | $5,107-77.9% | $6,507-82.7% |
| Admin fee / account holder | $7,560 | $15,736-52.0% | $12,068-37.4% | $12,624-40.1% |