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 | $77,709 | $100,041-22.3% | $149,718-48.1% | $70,131+10.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.72% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,974 | $3,662+35.8% | $5,445-8.7% | $2,342+112.3% |
| Participant deferral / active EE | $1,521 | $4,983-69.5% | $6,569-76.8% | $3,332-54.3% |
| Admin fee / account holder | $2,811 | $8,286-66.1% | $11,283-75.1% | $4,645-39.5% |