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 | $37,639 | $64,839-42.0% | $95,585-60.6% | $84,808-55.6% |
| Participation rate | 97.1% | 63.8%+33.2pp | 72.1%+25.0pp | 68.3%+28.7pp |
| Annual return | 13.96% | -670.96%+684.9pp | 38.56%-24.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,525 | $1,759+157.3% | $2,527+79.1% | $2,631+72.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,800 | $5,964-69.8% | $6,127-70.6% | $7,344-75.5% |