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 | $10,768 | $60,022-82.1% | $88,946-87.9% | $84,808-87.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.04% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $350 | $1,703-79.4% | $2,555-86.3% | $2,631-86.7% |
| Participant deferral / active EE | $664 | $3,114-78.7% | $4,581-85.5% | $4,212-84.2% |
| Admin fee / account holder | $2,142 | $4,811-55.5% | $8,261-74.1% | $7,344-70.8% |