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 | $45,534 | $217,402-79.1% | $185,823-75.5% | $167,490-72.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.95% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,693 | $5,873-54.2% | $5,167-47.9% | $4,837-44.3% |
| Participant deferral / active EE | $2,081 | $6,356-67.3% | $5,568-62.6% | $6,341-67.2% |
| Admin fee / account holder | $7,508 | $19,811-62.1% | $16,237-53.8% | $12,309-39.0% |