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 | $59,943 | $159,602-62.4% | $150,045-60.1% | $142,382-57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.68% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $4,290 | $4,961-13.5% | $4,693-8.6% | $4,299-0.2% |
| Participant deferral / active EE | $1,001 | $8,310-88.0% | $7,997-87.5% | $6,507-84.6% |
| Admin fee / account holder | $501 | $14,846-96.6% | $13,435-96.3% | $12,624-96.0% |