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 | $23,700 | $106,584-77.8% | $101,326-76.6% | $142,382-83.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.76% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,814 | $3,956-54.1% | $3,665-50.5% | $4,299-57.8% |
| Participant deferral / active EE | $1,871 | $8,297-77.5% | $7,994-76.6% | $6,507-71.2% |
| Admin fee / account holder | $3,889 | $11,446-66.0% | $11,185-65.2% | $12,624-69.2% |