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 | $71,004 | $96,635-26.5% | $86,612-18.0% | $139,434-49.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.67% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $5,697 | $3,263+74.6% | $3,022+88.5% | $4,751+19.9% |
| Participant deferral / active EE | $230 | $4,836-95.3% | $4,438-94.8% | $6,710-96.6% |
| Admin fee / account holder | $3,587 | $6,408-44.0% | $5,614-36.1% | $11,403-68.5% |