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 4-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 | $11,604 | $106,515-89.1% | $96,683-88.0% | $139,434-91.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.40% | 38.43%-6.0pp | 35.69%-3.3pp | 372.94%-340.5pp |
| Employer contribution / active EE | $11,142 | $4,103+171.6% | $3,737+198.2% | $4,751+134.5% |
| Participant deferral / active EE | $829 | $5,454-84.8% | $4,878-83.0% | $6,710-87.7% |
| Admin fee / account holder | $3,748 | $7,877-52.4% | $6,730-44.3% | $11,403-67.1% |