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 | $34,128 | $81,632-58.2% | $70,449-51.6% | $158,922-78.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.09% | 208.40%-192.3pp | 109.03%-92.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $424 | $3,217-86.8% | $2,737-84.5% | $4,761-91.1% |
| Participant deferral / active EE | $722 | $4,554-84.1% | $3,709-80.5% | $5,982-87.9% |
| Admin fee / account holder | $3,015 | $6,193-51.3% | $3,845-21.6% | $11,246-73.2% |