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 | $54,793 | $111,754-51.0% | $103,333-47.0% | $145,922-62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $7,317 | $4,212+73.7% | $3,868+89.2% | $4,660+57.0% |
| Participant deferral / active EE | $1,463 | $5,619-74.0% | $5,057-71.1% | $6,688-78.1% |
| Admin fee / account holder | $1,989 | $9,750-79.6% | $8,355-76.2% | $13,397-85.2% |