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 | $37,167 | $210,648-82.4% | $177,989-79.1% | $145,922-74.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.14% | 385.86%-374.7pp | 294.48%-283.3pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,352 | $4,565-48.5% | $3,949-40.4% | $4,660-49.5% |
| Participant deferral / active EE | $1,064 | $6,958-84.7% | $6,276-83.0% | $6,688-84.1% |
| Admin fee / account holder | $4,707 | $12,013-60.8% | $10,363-54.6% | $13,397-64.9% |