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 | $43,939 | $201,272-78.2% | $184,203-76.1% | $145,922-69.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.40% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,184 | $7,022-68.9% | $6,427-66.0% | $4,660-53.1% |
| Participant deferral / active EE | $3,000 | $9,806-69.4% | $9,131-67.1% | $6,688-55.1% |
| Admin fee / account holder | $407 | $16,364-97.5% | $13,901-97.1% | $13,397-97.0% |