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 | $50,990 | $124,319-59.0% | $111,297-54.2% | $167,490-69.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 28.86% | 37.44%-8.6pp | 54.65%-25.8pp | 478.56%-449.7pp |
| Employer contribution / active EE | $1,860 | $3,435-45.9% | $2,731-31.9% | $4,837-61.6% |
| Participant deferral / active EE | $1,246 | $5,180-75.9% | $4,487-72.2% | $6,341-80.3% |
| Admin fee / account holder | $7,056 | $10,618-33.5% | $7,964-11.4% | $12,309-42.7% |