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 8-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 | $25,706 | $105,181-75.6% | $159,436-83.9% | $85,850-70.1% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 18.36% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $930 | $3,318-72.0% | $4,829-80.7% | $2,565-63.7% |
| Participant deferral / active EE | $2,506 | $5,945-57.9% | $7,352-65.9% | $3,952-36.6% |
| Admin fee / account holder | $726 | $6,933-89.5% | $10,799-93.3% | $6,260-88.4% |