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 10-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 | $61,696 | $59,417+3.8% | $93,606-34.1% | $74,495-17.2% |
| Participation rate | 99.2% | 59.7%+39.5pp | 68.7%+30.4pp | 67.2%+32.0pp |
| Annual return | 13.85% | 81.83%-68.0pp | 133.20%-119.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,586 | $1,264+104.7% | $2,420+6.9% | $2,623-1.4% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7,974 | $3,021+163.9% | $8,285-3.8% | $1,942+310.7% |