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 | $83,985 | $117,983-28.8% | $101,794-17.5% | $142,382-41.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.53% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,250 | $2,773-54.9% | $2,289-45.4% | $4,299-70.9% |
| Participant deferral / active EE | $945 | $4,714-80.0% | $4,084-76.9% | $6,507-85.5% |
| Admin fee / account holder | $33,188 | $10,433+218.1% | $8,777+278.1% | $12,624+162.9% |