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 | $29,671 | $98,240-69.8% | $82,313-64.0% | $147,584-79.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.86% | 30.85%-22.0pp | 25.88%-17.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,191 | $3,192-62.7% | $2,428-51.0% | $4,876-75.6% |
| Participant deferral / active EE | $1,226 | $4,383-72.0% | $3,706-66.9% | $5,439-77.5% |
| Admin fee / account holder | $2,064 | $8,563-75.9% | $5,608-63.2% | $10,885-81.0% |