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 | $30,363 | $190,805-84.1% | $159,960-81.0% | $134,475-77.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 2.08% | 552.23%-550.2pp | 408.60%-406.5pp | 417.96%-415.9pp |
| Employer contribution / active EE | $2,435 | $4,995-51.3% | $4,226-42.4% | $4,740-48.6% |
| Participant deferral / active EE | $1,236 | $6,923-82.1% | $6,182-80.0% | $6,400-80.7% |
| Admin fee / account holder | $994 | $10,471-90.5% | $8,698-88.6% | $11,426-91.3% |