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 | $26,814 | $106,515-74.8% | $96,683-72.3% | $139,434-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.33% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,570 | $4,103+35.8% | $3,737+49.1% | $4,751+17.2% |
| Participant deferral / active EE | $67 | $5,454-98.8% | $4,878-98.6% | $6,710-99.0% |
| Admin fee / account holder | $983 | $7,877-87.5% | $6,730-85.4% | $11,403-91.4% |