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 | $92,374 | $177,572-48.0% | $154,803-40.3% | $142,382-35.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.82% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $16,660 | $4,810+246.3% | $4,305+287.0% | $4,299+287.5% |
| Participant deferral / active EE | $1,093 | $6,272-82.6% | $5,540-80.3% | $6,507-83.2% |
| Admin fee / account holder | $1,131 | $16,786-93.3% | $14,329-92.1% | $12,624-91.0% |