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 | $47,184 | $140,940-66.5% | $112,229-58.0% | $139,434-66.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.46% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,768 | $4,283-35.4% | $3,430-19.3% | $4,751-41.7% |
| Participant deferral / active EE | $1,349 | $5,874-77.0% | $4,798-71.9% | $6,710-79.9% |
| Admin fee / account holder | $1,536 | $9,954-84.6% | $7,748-80.2% | $11,403-86.5% |