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 7-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 | $35,393 | $180,028-80.3% | $138,135-74.4% | $158,922-77.7% |
| Participation rate | 88.9% | 82.2%+6.7pp | 78.7%+10.2pp | 82.0%+6.9pp |
| Annual return | 14.17% | 21.68%-7.5pp | 20.51%-6.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,098 | $7,470-71.9% | $5,587-62.4% | $4,761-55.9% |
| Participant deferral / active EE | $668 | $7,717-91.3% | $6,431-89.6% | $5,982-88.8% |
| Admin fee / account holder | $396 | $17,912-97.8% | $11,856-96.7% | $11,246-96.5% |