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 8-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 | $32,904 | $110,261-70.2% | $95,745-65.6% | $139,434-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.45% | 27.11%-13.7pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $8,500 | $3,257+161.0% | $2,835+199.9% | $4,751+78.9% |
| Participant deferral / active EE | $182 | $4,676-96.1% | $4,245-95.7% | $6,710-97.3% |
| Admin fee / account holder | $383 | $6,613-94.2% | $5,678-93.3% | $11,403-96.6% |