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 | $85,730 | $115,882-26.0% | $100,516-14.7% | $158,922-46.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.30% | 34.79%-24.5pp | 30.89%-20.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,361 | $4,103-66.8% | $3,418-60.2% | $4,761-71.4% |
| Participant deferral / active EE | $312 | $6,674-95.3% | $6,270-95.0% | $5,982-94.8% |
| Admin fee / account holder | $3,880 | $10,995-64.7% | $8,081-52.0% | $11,246-65.5% |