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 | $53,428 | $148,534-64.0% | $135,903-60.7% | $139,434-61.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 13.55% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,647 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $1,776 | $8,100-78.1% | $7,758-77.1% | $6,710-73.5% |
| Admin fee / account holder | $614 | $12,400-95.1% | $10,762-94.3% | $11,403-94.6% |