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 | $28,669 | $165,335-82.7% | $149,696-80.8% | $158,922-82.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.53% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,648 | $5,103-48.1% | $4,644-43.0% | $4,761-44.4% |
| Participant deferral / active EE | $2,194 | $7,181-69.4% | $6,842-67.9% | $5,982-63.3% |
| Admin fee / account holder | $5,419 | $10,807-49.9% | $9,309-41.8% | $11,246-51.8% |