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 4-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 | $23,321 | $108,919-78.6% | $100,391-76.8% | $145,922-84.0% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 10.61% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,159 | $4,419-73.8% | $3,942-70.6% | $4,660-75.1% |
| Participant deferral / active EE | $2,120 | $8,445-74.9% | $8,082-73.8% | $6,688-68.3% |
| Admin fee / account holder | $3,356 | $9,689-65.4% | $7,899-57.5% | $13,397-75.0% |