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 | $31,466 | $127,264-75.3% | $109,895-71.4% | $167,490-81.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 32.81% | 22.97%+9.8pp | 29.45%+3.4pp | 478.56%-445.8pp |
| Employer contribution / active EE | $1,979 | $3,322-40.4% | $2,842-30.4% | $4,837-59.1% |
| Participant deferral / active EE | $427 | $4,514-90.5% | $4,048-89.4% | $6,341-93.3% |
| Admin fee / account holder | $680 | $7,114-90.4% | $6,066-88.8% | $12,309-94.5% |