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 9-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 | $36,142 | $95,803-62.3% | $113,168-68.1% | $84,808-57.4% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 13.57% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,258 | $2,360-46.7% | $2,975-57.7% | $2,631-52.2% |
| Participant deferral / active EE | $1,718 | $4,242-59.5% | $5,107-66.4% | $4,212-59.2% |
| Admin fee / account holder | $20,887 | $8,989+132.4% | $12,068+73.1% | $7,344+184.4% |