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 | $61,225 | $114,381-46.5% | $107,525-43.1% | $142,382-57.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.14% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,774 | $4,015+118.5% | $3,754+133.7% | $4,299+104.1% |
| Participant deferral / active EE | $1,263 | $5,564-77.3% | $5,116-75.3% | $6,507-80.6% |
| Admin fee / account holder | $1,191 | $9,860-87.9% | $8,919-86.6% | $12,624-90.6% |