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 | $32,853 | $127,065-74.1% | $113,168-71.0% | $142,382-76.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.84% | 24.03%-11.2pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,492 | $3,442-56.7% | $2,975-49.9% | $4,299-65.3% |
| Participant deferral / active EE | $1,430 | $5,716-75.0% | $5,107-72.0% | $6,507-78.0% |
| Admin fee / account holder | $6,132 | $15,736-61.0% | $12,068-49.2% | $12,624-51.4% |