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 3-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 | $6,743 | $70,756-90.5% | $65,493-89.7% | $142,382-95.3% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 21.05% | 1754.89%-1733.8pp | 982.45%-961.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,972 | $2,881+37.9% | $2,574+54.3% | $4,299-7.6% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,534 | $6,559-76.6% | $5,028-69.5% | $12,624-87.8% |