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 | $14,280 | $99,877-85.7% | $84,966-83.2% | $145,922-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.48% | 83.76%-60.3pp | 66.38%-42.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,410 | $3,231-56.4% | $2,727-48.3% | $4,660-69.7% |
| Participant deferral / active EE | $46 | $5,291-99.1% | $4,519-99.0% | $6,688-99.3% |
| Admin fee / account holder | $4,137 | $7,248-42.9% | $6,149-32.7% | $13,397-69.1% |