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 | $21,625 | $102,966-79.0% | $90,281-76.0% | $152,861-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.06% | 95.16%-81.1pp | 78.10%-64.0pp | 345.32%-331.3pp |
| Employer contribution / active EE | $1,855 | $3,139-40.9% | $2,854-35.0% | $4,762-61.0% |
| Participant deferral / active EE | $230 | $4,281-94.6% | $3,885-94.1% | $5,850-96.1% |
| Admin fee / account holder | $7,008 | $6,171+13.6% | $5,351+31.0% | $11,596-39.6% |