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 | $21,004 | $73,933-71.6% | $96,683-78.3% | $75,163-72.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.83% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,029 | $2,928-30.7% | $3,737-45.7% | $2,670-24.0% |
| Participant deferral / active EE | $1,140 | $3,659-68.9% | $4,878-76.6% | $4,125-72.4% |
| Admin fee / account holder | $3,401 | $5,216-34.8% | $6,730-49.5% | $5,651-39.8% |