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 | $127,020 | $91,037+39.5% | $71,671+77.2% | $147,584-13.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 13.47% | 20.48%-7.0pp | 20.65%-7.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $24,359 | $3,327+632.1% | $2,460+890.3% | $4,876+399.5% |
| Participant deferral / active EE | $533 | $4,498-88.2% | $3,438-84.5% | $5,439-90.2% |
| Admin fee / account holder | $1,021 | $8,613-88.1% | $5,558-81.6% | $10,885-90.6% |