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 4-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 | $17,861 | $169,032-89.4% | $129,207-86.2% | $145,922-87.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.82% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,349 | $5,537-75.6% | $4,153-67.5% | $4,660-71.0% |
| Participant deferral / active EE | $336 | $4,987-93.3% | $4,168-91.9% | $6,688-95.0% |
| Admin fee / account holder | $736 | $9,954-92.6% | $7,715-90.5% | $13,397-94.5% |