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 | $62,199 | $77,419-19.7% | $69,455-10.4% | $152,861-59.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.91% | 39.06%-17.2pp | 28.97%-7.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,665 | $3,315-49.8% | $2,779-40.1% | $4,762-65.0% |
| Participant deferral / active EE | $532 | $4,414-87.9% | $3,535-84.9% | $5,850-90.9% |
| Admin fee / account holder | $315 | $6,207-94.9% | $3,839-91.8% | $11,596-97.3% |