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 | $47,895 | $214,378-77.7% | $200,582-76.1% | $142,382-66.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.61% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,489 | $6,841-63.6% | $6,419-61.2% | $4,299-42.1% |
| Participant deferral / active EE | $2,435 | $9,865-75.3% | $9,331-73.9% | $6,507-62.6% |
| Admin fee / account holder | $471 | $17,692-97.3% | $16,305-97.1% | $12,624-96.3% |