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 | $32,918 | $65,365-49.6% | $92,893-64.6% | $72,985-54.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.56% | 42.10%-24.5pp | 109.41%-91.9pp | 81.00%-63.4pp |
| Employer contribution / active EE | $669 | $2,594-74.2% | $3,653-81.7% | $2,440-72.6% |
| Participant deferral / active EE | $862 | $3,128-72.5% | $4,236-79.7% | $3,607-76.1% |
| Admin fee / account holder | $405 | $4,251-90.5% | $5,794-93.0% | $5,124-92.1% |