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 | $55,301 | $197,591-72.0% | $177,821-68.9% | $158,922-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.09% | 58.76%-47.7pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,967 | $6,697-70.6% | $5,918-66.8% | $4,761-58.7% |
| Participant deferral / active EE | $1,676 | $8,405-80.1% | $7,714-78.3% | $5,982-72.0% |
| Admin fee / account holder | $27,319 | $15,399+77.4% | $12,427+119.8% | $11,246+142.9% |