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 | $45,918 | $152,460-69.9% | $118,746-61.3% | $147,584-68.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.42% | 17.41%-2.0pp | 24.54%-9.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,381 | $5,046-72.6% | $4,193-67.1% | $4,876-71.7% |
| Participant deferral / active EE | $1,710 | $6,212-72.5% | $5,332-67.9% | $5,439-68.6% |
| Admin fee / account holder | $3,354 | $16,953-80.2% | $10,720-68.7% | $10,885-69.2% |