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 | $31,870 | $159,602-80.0% | $150,045-78.8% | $142,382-77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.36% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,374 | $4,961+28.5% | $4,693+35.8% | $4,299+48.3% |
| Participant deferral / active EE | $1,822 | $8,310-78.1% | $7,997-77.2% | $6,507-72.0% |
| Admin fee / account holder | $5,170 | $14,846-65.2% | $13,435-61.5% | $12,624-59.0% |