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 | $57,399 | $100,754-43.0% | $86,677-33.8% | $134,475-57.3% |
| Participation rate | 94.4% | 78.9%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 15.31% | 29.04%-13.7pp | 35.91%-20.6pp | 417.96%-402.7pp |
| Employer contribution / active EE | $5,000 | $3,489+43.3% | $2,836+76.3% | $4,740+5.5% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,057 | $10,926-81.2% | $7,493-72.6% | $11,426-82.0% |