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 3-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 | $14,992 | $106,584-85.9% | $101,326-85.2% | $142,382-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.01% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,800 | $3,956-3.9% | $3,665+3.7% | $4,299-11.6% |
| Participant deferral / active EE | $2,029 | $8,297-75.5% | $7,994-74.6% | $6,507-68.8% |
| Admin fee / account holder | $3,473 | $11,446-69.7% | $11,185-69.0% | $12,624-72.5% |