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 | $30,947 | $102,317-69.8% | $146,958-78.9% | $80,856-61.7% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.2%-10.5pp | 67.6%+4.0pp |
| Annual return | 12.76% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,421 | $3,713-61.7% | $4,933-71.2% | $2,755-48.4% |
| Participant deferral / active EE | $2,251 | $6,644-66.1% | $8,070-72.1% | $4,296-47.6% |
| Admin fee / account holder | $3,555 | $7,941-55.2% | $12,998-72.6% | $6,918-48.6% |