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 | $10,732 | $106,584-89.9% | $101,326-89.4% | $142,382-92.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 17.35% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,447 | $3,956-63.4% | $3,665-60.5% | $4,299-66.3% |
| Participant deferral / active EE | $1,755 | $8,297-78.8% | $7,994-78.0% | $6,507-73.0% |
| Admin fee / account holder | $739 | $11,446-93.5% | $11,185-93.4% | $12,624-94.1% |