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 | $61,013 | $135,635-55.0% | $110,238-44.7% | $135,375-54.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.21% | 513.19%-512.0pp | 314.74%-313.5pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,831 | $4,906-62.7% | $3,826-52.1% | $4,779-61.7% |
| Participant deferral / active EE | $413 | $5,506-92.5% | $4,672-91.2% | $5,609-92.6% |
| Admin fee / account holder | $395 | $11,457-96.6% | $8,547-95.4% | $10,827-96.4% |