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 | $37,696 | $124,319-69.7% | $111,297-66.1% | $167,490-77.5% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.3%+17.4pp | 82.1%+12.6pp |
| Annual return | 11.13% | 37.44%-26.3pp | 54.65%-43.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $10,526 | $3,435+206.4% | $2,731+285.4% | $4,837+117.6% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $687 | $10,618-93.5% | $7,964-91.4% | $12,309-94.4% |