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 9-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 | $33,952 | $80,968-58.1% | $96,544-64.8% | $75,163-54.8% |
| Participation rate | 96.8% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.6pp |
| Annual return | 79.30% | 27.06%+52.2pp | 25.84%+53.5pp | 160.62%-81.3pp |
| Employer contribution / active EE | $4,536 | $2,282+98.8% | $2,965+53.0% | $2,670+69.9% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,373 | $6,724-64.7% | $8,252-71.2% | $5,651-58.0% |