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 | $78,375 | $117,983-33.6% | $101,794-23.0% | $142,382-45.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.05% | 36.92%-24.9pp | 30.53%-18.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,105 | $2,773-24.1% | $2,289-8.1% | $4,299-51.0% |
| Participant deferral / active EE | $150 | $4,714-96.8% | $4,084-96.3% | $6,507-97.7% |
| Admin fee / account holder | $674 | $10,433-93.5% | $8,777-92.3% | $12,624-94.7% |