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 | $54,078 | $177,572-69.5% | $154,803-65.1% | $142,382-62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.89% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,314 | $4,810-31.1% | $4,305-23.0% | $4,299-22.9% |
| Participant deferral / active EE | $510 | $6,272-91.9% | $5,540-90.8% | $6,507-92.2% |
| Admin fee / account holder | $5,862 | $16,786-65.1% | $14,329-59.1% | $12,624-53.6% |