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 | $77,530 | $201,272-61.5% | $184,203-57.9% | $145,922-46.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.76% | 29.00%-7.2pp | 28.81%-7.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,535 | $7,022-78.1% | $6,427-76.1% | $4,660-67.1% |
| Participant deferral / active EE | $2,548 | $9,806-74.0% | $9,131-72.1% | $6,688-61.9% |
| Admin fee / account holder | $344 | $16,364-97.9% | $13,901-97.5% | $13,397-97.4% |