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 | $183,329 | $96,484+90.0% | $75,886+141.6% | $152,861+19.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.46% | 33.98%-20.5pp | 30.76%-17.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $5,840 | $3,309+76.5% | $2,500+133.6% | $4,762+22.6% |
| Participant deferral / active EE | $810 | $4,553-82.2% | $3,603-77.5% | $5,850-86.2% |
| Admin fee / account holder | $9,800 | $8,078+21.3% | $5,418+80.9% | $11,596-15.5% |