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 | $34,673 | $154,117-77.5% | $129,995-73.3% | $139,434-75.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.35% | 32.48%-15.1pp | -137.18%+154.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,080 | $5,289+15.0% | $4,320+40.8% | $4,751+28.0% |
| Participant deferral / active EE | $1,434 | $6,710-78.6% | $5,820-75.4% | $6,710-78.6% |
| Admin fee / account holder | $329 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |