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 | $12,950 | $62,573-79.3% | $85,682-84.9% | $85,850-84.9% |
| Participation rate | 95.1% | 61.1%+33.9pp | 69.9%+25.2pp | 69.3%+25.7pp |
| Annual return | 15.11% | 23.77%-8.7pp | 21.49%-6.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,365 | $1,757+34.6% | $2,618-9.7% | $2,565-7.8% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,207 | $4,640-74.0% | $6,873-82.4% | $6,260-80.7% |