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 8-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 | $42,873 | $140,940-69.6% | $112,229-61.8% | $139,434-69.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.50% | 32.71%-19.2pp | 30.20%-16.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $10,033 | $4,283+134.2% | $3,430+192.5% | $4,751+111.2% |
| Participant deferral / active EE | $604 | $5,874-89.7% | $4,798-87.4% | $6,710-91.0% |
| Admin fee / account holder | $401 | $9,954-96.0% | $7,748-94.8% | $11,403-96.5% |