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 | $25,538 | $103,376-75.3% | $87,100-70.7% | $152,861-83.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.15% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,261 | $3,220-60.8% | $2,521-50.0% | $4,762-73.5% |
| Participant deferral / active EE | $604 | $4,778-87.4% | $4,049-85.1% | $5,850-89.7% |
| Admin fee / account holder | $659 | $12,205-94.6% | $7,497-91.2% | $11,596-94.3% |