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 | $37,147 | $93,571-60.3% | $135,903-72.7% | $75,163-50.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.03% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $826 | $3,537-76.6% | $4,856-83.0% | $2,670-69.0% |
| Participant deferral / active EE | $1,662 | $6,404-74.0% | $7,758-78.6% | $4,125-59.7% |
| Admin fee / account holder | $1,420 | $6,975-79.6% | $10,762-86.8% | $5,651-74.9% |