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 | $113,425 | $117,841-3.7% | $102,423+10.7% | $145,922-22.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.50% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,924 | $3,615+63.9% | $3,023+95.9% | $4,660+27.1% |
| Participant deferral / active EE | $43 | $5,731-99.2% | $5,053-99.1% | $6,688-99.4% |
| Admin fee / account holder | $634 | $13,326-95.2% | $9,451-93.3% | $13,397-95.3% |