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 | $12,632 | $106,584-88.1% | $101,326-87.5% | $142,382-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.82% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,330 | $3,956-66.4% | $3,665-63.7% | $4,299-69.1% |
| Participant deferral / active EE | $1,850 | $8,297-77.7% | $7,994-76.9% | $6,507-71.6% |
| Admin fee / account holder | $6,182 | $11,446-46.0% | $11,185-44.7% | $12,624-51.0% |