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 5-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 | $22,954 | $106,515-78.5% | $96,683-76.3% | $139,434-83.5% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 13.36% | 38.43%-25.1pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $13,770 | $4,103+235.6% | $3,737+268.5% | $4,751+189.8% |
| Participant deferral / active EE | $374 | $5,454-93.1% | $4,878-92.3% | $6,710-94.4% |
| Admin fee / account holder | $329 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |