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 | $71,888 | $79,557-9.6% | $118,746-39.5% | $70,131+2.5% |
| Participation rate | 93.3% | 71.4%+22.0pp | 78.3%+15.1pp | 69.5%+23.8pp |
| Annual return | 14.78% | 25.64%-10.9pp | 24.54%-9.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $8,453 | $2,861+195.4% | $4,193+101.6% | $2,342+260.9% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $419 | $5,374-92.2% | $10,720-96.1% | $4,645-91.0% |