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 9-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 | $64,949 | $165,335-60.7% | $149,696-56.6% | $158,922-59.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.07% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,547 | $5,103-69.7% | $4,644-66.7% | $4,761-67.5% |
| Participant deferral / active EE | $1,547 | $7,181-78.5% | $6,842-77.4% | $5,982-74.1% |
| Admin fee / account holder | $2,172 | $10,807-79.9% | $9,309-76.7% | $11,246-80.7% |