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 8-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 | $49,022 | $165,335-70.3% | $149,696-67.3% | $158,922-69.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.98% | 348.15%-324.2pp | 276.60%-252.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,022 | $5,103-80.0% | $4,644-78.0% | $4,761-78.5% |
| Participant deferral / active EE | $1,335 | $7,181-81.4% | $6,842-80.5% | $5,982-77.7% |
| Admin fee / account holder | $8,878 | $10,807-17.8% | $9,309-4.6% | $11,246-21.1% |