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 | $79,651 | $162,781-51.1% | $133,956-40.5% | $158,922-49.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.66% | 41.94%-31.3pp | 45.09%-34.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,597 | $4,975-67.9% | $3,919-59.3% | $4,761-66.5% |
| Participant deferral / active EE | $840 | $5,911-85.8% | $5,048-83.4% | $5,982-86.0% |
| Admin fee / account holder | $353 | $11,736-97.0% | $8,927-96.0% | $11,246-96.9% |