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 | $34,651 | $104,664-66.9% | $85,682-59.6% | $167,490-79.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 13.47% | 21.45%-8.0pp | 21.49%-8.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $8,902 | $3,337+166.8% | $2,618+240.0% | $4,837+84.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $8,846 | $10,032-11.8% | $6,873+28.7% | $12,309-28.1% |