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 | $82,572 | $214,378-61.5% | $200,582-58.8% | $142,382-42.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.39% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,428 | $6,841-35.3% | $6,419-31.0% | $4,299+3.0% |
| Participant deferral / active EE | $2,646 | $9,865-73.2% | $9,331-71.6% | $6,507-59.3% |
| Admin fee / account holder | $3,132 | $17,692-82.3% | $16,305-80.8% | $12,624-75.2% |