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 6-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 | $28,604 | $201,272-85.8% | $184,203-84.5% | $145,922-80.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.46% | 29.00%-11.5pp | 28.81%-11.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,881 | $7,022-73.2% | $6,427-70.7% | $4,660-59.6% |
| Participant deferral / active EE | $2,714 | $9,806-72.3% | $9,131-70.3% | $6,688-59.4% |
| Admin fee / account holder | $12,318 | $16,364-24.7% | $13,901-11.4% | $13,397-8.1% |