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 | $92,775 | $77,899+19.1% | $149,673-38.0% | $75,163+23.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.20% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $11,018 | $3,137+251.2% | $4,818+128.7% | $2,670+312.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,362 | $5,956+23.6% | $13,210-44.3% | $5,651+30.3% |