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 4-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 | $33,312 | $214,378-84.5% | $200,582-83.4% | $142,382-76.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 16.16% | 46.41%-30.2pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,136 | $6,841-68.8% | $6,419-66.7% | $4,299-50.3% |
| Participant deferral / active EE | $2,706 | $9,865-72.6% | $9,331-71.0% | $6,507-58.4% |
| Admin fee / account holder | $1,554 | $17,692-91.2% | $16,305-90.5% | $12,624-87.7% |