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 8-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 | $30,179 | $214,378-85.9% | $200,582-85.0% | $142,382-78.8% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 12.00% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,373 | $6,841-65.3% | $6,419-63.0% | $4,299-44.8% |
| Participant deferral / active EE | $2,441 | $9,865-75.3% | $9,331-73.8% | $6,507-62.5% |
| Admin fee / account holder | $41,821 | $17,692+136.4% | $16,305+156.5% | $12,624+231.3% |