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 | $41,219 | $102,616-59.8% | $81,983-49.7% | $158,922-74.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.75% | 61.04%-48.3pp | 41.31%-28.6pp | 302.83%-290.1pp |
| Employer contribution / active EE | $30,999 | $3,240+856.8% | $2,498+1141.0% | $4,761+551.1% |
| Participant deferral / active EE | -$13,033 | $4,648-380.4% | $3,722-450.2% | $5,982-317.9% |
| Admin fee / account holder | $4,284 | $8,235-48.0% | $5,664-24.4% | $11,246-61.9% |