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 9-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 | $55,326 | $127,065-56.5% | $113,168-51.1% | $142,382-61.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.64% | 24.03%+3.6pp | 24.27%+3.4pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,251 | $3,442+23.5% | $2,975+42.9% | $4,299-1.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,760 | $15,736-82.5% | $12,068-77.1% | $12,624-78.1% |