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 | $40,617 | $85,022-52.2% | $70,515-42.4% | $139,434-70.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.15% | 30.38%-18.2pp | 32.77%-20.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,571 | $3,909-8.6% | $2,973+20.1% | $4,751-24.8% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $9,959 | $8,906+11.8% | $6,412+55.3% | $11,403-12.7% |