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 5-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 | $40,131 | $124,281-67.7% | $109,143-63.2% | $167,490-76.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.95% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,412 | $4,207-42.7% | $3,722-35.2% | $4,837-50.1% |
| Participant deferral / active EE | $1,232 | $5,255-76.6% | $4,653-73.5% | $6,341-80.6% |
| Admin fee / account holder | $452 | $7,970-94.3% | $6,752-93.3% | $12,309-96.3% |