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 | $73,474 | $106,355-30.9% | $237,244-69.0% | $116,875-37.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 26.86% | 17.03%+9.8pp | 4131.29%-4104.4pp | 16.29%+10.6pp |
| Employer contribution / active EE | $1,204 | $1,595-24.5% | $4,351-72.3% | $3,288-63.4% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,056-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,470 | $11,423-87.1% | $18,030-91.8% | $12,263-88.0% |