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 | $67,984 | $117,841-42.3% | $102,423-33.6% | $145,922-53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,244 | $3,615-37.9% | $3,023-25.8% | $4,660-51.8% |
| Participant deferral / active EE | $1,685 | $5,731-70.6% | $5,053-66.6% | $6,688-74.8% |
| Admin fee / account holder | $404 | $13,326-97.0% | $9,451-95.7% | $13,397-97.0% |