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 | $6,594 | $104,974-93.7% | $95,585-93.1% | $142,382-95.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 16.78% | 210.33%-193.6pp | 38.56%-21.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $497 | $2,779-82.1% | $2,527-80.3% | $4,299-88.4% |
| Participant deferral / active EE | $548 | $4,352-87.4% | $4,023-86.4% | $6,507-91.6% |
| Admin fee / account holder | $1,547 | $6,386-75.8% | $6,127-74.7% | $12,624-87.7% |