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 | $38,268 | $45,152-15.2% | $73,843-48.2% | $59,632-35.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.52% | 27.40%-24.9pp | 2267.84%-2265.3pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $3,871 | $1,902+103.5% | $2,787+38.9% | $2,203+75.7% |
| Participant deferral / active EE | $332 | $2,574-87.1% | $3,583-90.7% | $3,192-89.6% |
| Admin fee / account holder | $932 | $3,516-73.5% | $4,880-80.9% | $4,297-78.3% |