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 | $67,544 | $176,812-61.8% | $146,665-53.9% | $167,490-59.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.24% | 24.03%-13.8pp | 22.74%-12.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,182 | $5,160-57.7% | $4,136-47.2% | $4,837-54.9% |
| Participant deferral / active EE | $891 | $6,440-86.2% | $5,506-83.8% | $6,341-86.0% |
| Admin fee / account holder | $56,732 | $13,259+327.9% | $10,280+451.9% | $12,309+360.9% |