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 10-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 | $31,791 | $78,422-59.5% | $95,952-66.9% | $79,858-60.2% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 16.37% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $6,667 | $1,945+242.7% | $2,541+162.4% | $2,471+169.8% |
| Participant deferral / active EE | $1,557 | $3,440-54.7% | $4,167-62.6% | $3,740-58.4% |
| Admin fee / account holder | $3,216 | $5,622-42.8% | $6,795-52.7% | $5,306-39.4% |