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 | $39,137 | $73,933-47.1% | $96,683-59.5% | $75,163-47.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.16% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $8,362 | $2,928+185.6% | $3,737+123.8% | $2,670+213.2% |
| Participant deferral / active EE | $559 | $3,659-84.7% | $4,878-88.5% | $4,125-86.4% |
| Admin fee / account holder | $883 | $5,216-83.1% | $6,730-86.9% | $5,651-84.4% |