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 | $27,467 | $57,354-52.1% | $83,848-67.2% | $64,186-57.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.78% | 11.38%-4.6pp | 850.88%-844.1pp | 7.63%-0.9pp |
| Employer contribution / active EE | $3,941 | $2,545+54.8% | $3,631+8.5% | $2,381+65.5% |
| Participant deferral / active EE | $423 | $2,993-85.9% | $4,082-89.6% | $3,470-87.8% |
| Admin fee / account holder | $956 | $4,046-76.4% | $5,478-82.6% | $4,888-80.4% |