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 | $134,968 | $103,031+31.0% | $78,805+71.3% | $357,791-62.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 20.92% | -11.97%+32.9pp | -2.71%+23.6pp | 396.79%-375.9pp |
| Employer contribution / active EE | $8,509 | $6,909+23.2% | $4,059+109.6% | $7,508+13.3% |
| Participant deferral / active EE | $2,933 | $5,060-42.0% | $3,584-18.2% | $5,521-46.9% |
| Admin fee / account holder | $1,306 | $5,883-77.8% | $5,677-77.0% | $28,387-95.4% |