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 | $48,571 | $103,376-53.0% | $87,100-44.2% | $152,861-68.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.13% | 28.10%-14.0pp | 28.19%-14.1pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,289 | $3,220-28.9% | $2,521-9.2% | $4,762-51.9% |
| Participant deferral / active EE | $1,357 | $4,778-71.6% | $4,049-66.5% | $5,850-76.8% |
| Admin fee / account holder | $564 | $12,205-95.4% | $7,497-92.5% | $11,596-95.1% |