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 9-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 | $32,593 | $105,181-69.0% | $159,436-79.6% | $85,850-62.0% |
| Participation rate | 70.1% | 75.8%-5.6pp | 82.8%-12.7pp | 69.3%+0.8pp |
| Annual return | 13.26% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,583 | $3,318-52.3% | $4,829-67.2% | $2,565-38.3% |
| Participant deferral / active EE | $2,237 | $5,945-62.4% | $7,352-69.6% | $3,952-43.4% |
| Admin fee / account holder | $4,380 | $6,933-36.8% | $10,799-59.4% | $6,260-30.0% |