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 | $69,782 | $125,758-44.5% | $169,993-59.0% | $75,163-7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.93% | 27.20%-11.3pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $6,919 | $4,615+49.9% | $6,785+2.0% | $2,670+159.2% |
| Participant deferral / active EE | $3,053 | $6,837-55.3% | $10,408-70.7% | $4,125-26.0% |
| Admin fee / account holder | $15,530 | $8,173+90.0% | $12,815+21.2% | $5,651+174.8% |