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 7-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 | $9,787 | $156,846-93.8% | $121,098-91.9% | $139,434-93.0% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 14.78% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,884 | $5,536-47.9% | $4,164-30.7% | $4,751-39.3% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $614 | $6,946-91.2% | $5,644-89.1% | $11,403-94.6% |