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 | $18,566 | $84,696-78.1% | $75,696-75.5% | $167,490-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.11% | 199.36%-187.2pp | 104.53%-92.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,792 | $3,230-13.5% | $2,743+1.8% | $4,837-42.3% |
| Participant deferral / active EE | $240 | $4,580-94.8% | $3,821-93.7% | $6,341-96.2% |
| Admin fee / account holder | $331 | $5,355-93.8% | $3,619-90.9% | $12,309-97.3% |