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 | $24,970 | $77,634-67.8% | $156,549-84.0% | $62,891-60.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.71% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,250 | $3,444+52.5% | $5,501-4.6% | $2,281+130.2% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $900 | $5,561-83.8% | $13,027-93.1% | $4,296-79.0% |