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 | $37,711 | $115,770-67.4% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.07% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,705 | $4,175-59.2% | $3,660-53.4% | $4,761-64.2% |
| Participant deferral / active EE | $1,185 | $4,957-76.1% | $4,370-72.9% | $5,982-80.2% |
| Admin fee / account holder | $1,228 | $7,245-83.0% | $5,945-79.3% | $11,246-89.1% |