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 9-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 | $128,926 | $197,591-34.8% | $177,821-27.5% | $158,922-18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.84% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,490 | $6,697-77.7% | $5,918-74.8% | $4,761-68.7% |
| Participant deferral / active EE | $1,996 | $8,405-76.2% | $7,714-74.1% | $5,982-66.6% |
| Admin fee / account holder | $40,481 | $15,399+162.9% | $12,427+225.7% | $11,246+260.0% |