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 | $43,972 | $45,152-2.6% | $73,843-40.5% | $59,632-26.3% |
| Participation rate | 93.7% | 64.0%+29.6pp | 73.4%+20.2pp | 68.7%+25.0pp |
| Annual return | 0.63% | 27.40%-26.8pp | 2267.84%-2267.2pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $5,350 | $1,902+181.3% | $2,787+91.9% | $2,203+142.9% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,742 | $3,516-22.0% | $4,880-43.8% | $4,297-36.2% |