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 | $40,579 | $99,652-59.3% | $78,778-48.5% | $147,584-72.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.61% | 47.28%-38.7pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $10,861 | $2,796+288.5% | $1,986+447.0% | $4,876+122.7% |
| Participant deferral / active EE | $365 | $3,664-90.0% | $2,958-87.7% | $5,439-93.3% |
| Admin fee / account holder | $846 | $7,155-88.2% | $5,134-83.5% | $10,885-92.2% |