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 | $17,575 | $100,773-82.6% | $88,946-80.2% | $142,382-87.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 11.19% | 70.18%-59.0pp | 57.82%-46.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $531 | $2,918-81.8% | $2,555-79.2% | $4,299-87.6% |
| Participant deferral / active EE | $640 | $5,230-87.8% | $4,581-86.0% | $6,507-90.2% |
| Admin fee / account holder | $20,709 | $9,693+113.7% | $8,261+150.7% | $12,624+64.1% |