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 | $53,319 | $107,334-50.3% | $92,893-42.6% | $152,861-65.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.20% | 145.58%-131.4pp | 109.41%-95.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,037 | $4,221-28.0% | $3,653-16.8% | $4,762-36.2% |
| Participant deferral / active EE | $461 | $4,845-90.5% | $4,236-89.1% | $5,850-92.1% |
| Admin fee / account holder | $3,321 | $7,079-53.1% | $5,794-42.7% | $11,596-71.4% |