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 | $28,338 | $49,177-42.4% | $79,464-64.3% | $64,186-55.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.57% | -1.16%+7.7pp | 718.14%-711.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,671 | $2,076+28.6% | $2,800-4.6% | $2,381+12.2% |
| Participant deferral / active EE | $21 | $2,821-99.3% | $3,704-99.4% | $3,470-99.4% |
| Admin fee / account holder | $887 | $3,839-76.9% | $5,113-82.6% | $4,888-81.8% |