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 | $87,995 | $197,591-55.5% | $177,821-50.5% | $158,922-44.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.85% | 58.76%-37.9pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,932 | $6,697-71.2% | $5,918-67.4% | $4,761-59.4% |
| Participant deferral / active EE | $3,015 | $8,405-64.1% | $7,714-60.9% | $5,982-49.6% |
| Admin fee / account holder | $9,220 | $15,399-40.1% | $12,427-25.8% | $11,246-18.0% |