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 | $35,160 | $135,952-74.1% | $123,892-71.6% | $273,961-87.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.18% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.3pp |
| Employer contribution / active EE | $2,776 | $5,170-46.3% | $4,617-39.9% | $4,869-43.0% |
| Participant deferral / active EE | $371 | $6,343-94.1% | $5,984-93.8% | $5,287-93.0% |
| Admin fee / account holder | $439 | $9,817-95.5% | $8,357-94.8% | $10,132-95.7% |