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 | $32,274 | $77,899-58.6% | $149,673-78.4% | $75,163-57.1% |
| Participation rate | 91.3% | 65.6%+25.7pp | 78.8%+12.5pp | 67.2%+24.1pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $5,731 | $3,137+82.7% | $4,818+19.0% | $2,670+114.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $729 | $5,956-87.8% | $13,210-94.5% | $5,651-87.1% |