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 6-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 | $76,399 | $152,587-49.9% | $125,175-39.0% | $152,861-50.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.20% | 54.84%-37.6pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,347 | $4,946-52.5% | $3,865-39.3% | $4,762-50.7% |
| Participant deferral / active EE | $1,417 | $5,868-75.9% | $4,937-71.3% | $5,850-75.8% |
| Admin fee / account holder | $1,030 | $13,434-92.3% | $9,702-89.4% | $11,596-91.1% |