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 | $87,943 | $148,534-40.8% | $135,903-35.3% | $139,434-36.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.52% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $10,391 | $5,243+98.2% | $4,856+114.0% | $4,751+118.7% |
| Participant deferral / active EE | $419 | $8,100-94.8% | $7,758-94.6% | $6,710-93.8% |
| Admin fee / account holder | $781 | $12,400-93.7% | $10,762-92.7% | $11,403-93.2% |