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 | $35,061 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.69% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $3,333 | $6,184-46.1% | $5,433-38.6% | $4,876-31.6% |
| Participant deferral / active EE | $890 | $5,629-84.2% | $4,939-82.0% | $5,439-83.6% |
| Admin fee / account holder | $1,047 | $16,852-93.8% | $13,880-92.5% | $10,885-90.4% |