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 | $158,544 | $112,881+40.5% | $90,951+74.3% | $158,922-0.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.84% | 215.79%-206.0pp | 134.60%-124.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,379 | $2,893-52.3% | $2,122-35.0% | $4,761-71.0% |
| Participant deferral / active EE | $764 | $4,128-81.5% | $3,373-77.4% | $5,982-87.2% |
| Admin fee / account holder | $41,828 | $8,041+420.2% | $5,959+602.0% | $11,246+271.9% |