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 | $83,602 | $99,918-16.3% | $81,382+2.7% | $145,922-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.11% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,508 | $2,978-15.8% | $2,463+1.8% | $4,660-46.2% |
| Participant deferral / active EE | $308 | $4,605-93.3% | $3,883-92.1% | $6,688-95.4% |
| Admin fee / account holder | $34,529 | $8,212+320.5% | $5,768+498.6% | $13,397+157.7% |