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 | $53,683 | $201,272-73.3% | $184,203-70.9% | $145,922-63.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.49% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,829 | $7,022-59.7% | $6,427-56.0% | $4,660-39.3% |
| Participant deferral / active EE | $2,303 | $9,806-76.5% | $9,131-74.8% | $6,688-65.6% |
| Admin fee / account holder | $4,247 | $16,364-74.0% | $13,901-69.4% | $13,397-68.3% |