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 | $7,693 | $54,705-85.9% | $71,209-89.2% | $84,808-90.9% |
| Participation rate | 85.1% | 64.1%+21.0pp | 73.8%+11.4pp | 68.3%+16.8pp |
| Annual return | 14.98% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,268 | $2,158-41.3% | $2,721-53.4% | $2,631-51.8% |
| Participant deferral / active EE | $326 | $3,030-89.2% | $4,175-92.2% | $4,212-92.3% |
| Admin fee / account holder | $10,162 | $4,863+108.9% | $5,349+90.0% | $7,344+38.4% |