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 | $21,420 | $63,346-66.2% | $92,233-76.8% | $70,131-69.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.54% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $6,850 | $2,471+177.2% | $3,679+86.2% | $2,342+192.4% |
| Participant deferral / active EE | $942 | $2,854-67.0% | $3,897-75.8% | $3,332-71.7% |
| Admin fee / account holder | $1,958 | $3,840-49.0% | $5,194-62.3% | $4,645-57.8% |