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 | $64,273 | $102,616-37.4% | $81,983-21.6% | $158,922-59.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.67% | 61.04%-38.4pp | 41.31%-18.6pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,729 | $3,240+46.0% | $2,498+89.3% | $4,761-0.7% |
| Participant deferral / active EE | $1,035 | $4,648-77.7% | $3,722-72.2% | $5,982-82.7% |
| Admin fee / account holder | $1,104 | $8,235-86.6% | $5,664-80.5% | $11,246-90.2% |