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 | $107,988 | $185,822-41.9% | $169,993-36.5% | $139,434-22.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.40% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,074 | $7,590-72.7% | $6,785-69.4% | $4,751-56.3% |
| Participant deferral / active EE | $2,450 | $11,622-78.9% | $10,408-76.5% | $6,710-63.5% |
| Admin fee / account holder | $7,645 | $15,381-50.3% | $12,815-40.3% | $11,403-33.0% |