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 | $49,023 | $168,632-70.9% | $147,614-66.8% | $125,391-60.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.43% | 77.65%-76.2pp | 61.98%-60.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,301 | $6,252-79.2% | $5,564-76.6% | $4,866-73.3% |
| Participant deferral / active EE | $1,371 | $5,507-75.1% | $4,895-72.0% | $5,352-74.4% |
| Admin fee / account holder | $803 | $13,580-94.1% | $11,611-93.1% | $9,540-91.6% |