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 | $28,744 | $110,261-73.9% | $95,745-70.0% | $139,434-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.49% | 27.11%-4.6pp | 28.35%-5.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,133 | $3,257-65.2% | $2,835-60.0% | $4,751-76.2% |
| Participant deferral / active EE | $356 | $4,676-92.4% | $4,245-91.6% | $6,710-94.7% |
| Admin fee / account holder | $42,052 | $6,613+535.9% | $5,678+640.6% | $11,403+268.8% |