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 | $44,424 | $124,319-64.3% | $111,297-60.1% | $167,490-73.5% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 9.77% | 37.44%-27.7pp | 54.65%-44.9pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,345 | $3,435-31.7% | $2,731-14.1% | $4,837-51.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,637 | $10,618-84.6% | $7,964-79.4% | $12,309-86.7% |