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 | $43,598 | $99,877-56.3% | $84,966-48.7% | $145,922-70.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.00% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,180 | $3,231-63.5% | $2,727-56.7% | $4,660-74.7% |
| Participant deferral / active EE | $748 | $5,291-85.9% | $4,519-83.5% | $6,688-88.8% |
| Admin fee / account holder | $1,672 | $7,248-76.9% | $6,149-72.8% | $13,397-87.5% |