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 | $59,119 | $163,101-63.8% | $136,749-56.8% | $142,382-58.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.32% | 27.54%-15.2pp | 24.33%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $8,897 | $4,117+116.1% | $3,400+161.7% | $4,299+107.0% |
| Participant deferral / active EE | $274 | $5,585-95.1% | $4,692-94.2% | $6,507-95.8% |
| Admin fee / account holder | $1,974 | $14,318-86.2% | $11,386-82.7% | $12,624-84.4% |