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 | $47,059 | $138,065-65.9% | $123,544-61.9% | $135,375-65.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.07% | 153.68%-146.6pp | 119.20%-112.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $4,512 | $5,151-12.4% | $4,628-2.5% | $4,779-5.6% |
| Participant deferral / active EE | $104 | $6,799-98.5% | $6,426-98.4% | $5,609-98.1% |
| Admin fee / account holder | $771 | $10,916-92.9% | $9,284-91.7% | $10,827-92.9% |