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 | $42,162 | $68,547-38.5% | $120,354-65.0% | $80,856-47.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.24% | 23.60%-10.4pp | 107.15%-93.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,720 | $2,051+81.4% | $3,463+7.4% | $2,755+35.0% |
| Participant deferral / active EE | $281 | $3,173-91.1% | $4,991-94.4% | $4,296-93.5% |
| Admin fee / account holder | $308 | $5,732-94.6% | $9,423-96.7% | $6,918-95.5% |