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 6-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 | $40,074 | $118,849-66.3% | $96,562-58.5% | $167,490-76.1% |
| Participation rate | 76.5% | 75.5%+1.0pp | 69.8%+6.7pp | 82.1%-5.6pp |
| Annual return | 15.36% | 50.49%-35.1pp | 37.78%-22.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $942 | $3,120-69.8% | $2,356-60.0% | $4,837-80.5% |
| Participant deferral / active EE | $979 | $4,616-78.8% | $3,849-74.6% | $6,341-84.6% |
| Admin fee / account holder | $20,196 | $8,065+150.4% | $6,181+226.8% | $12,309+64.1% |