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 | $94,023 | $209,411-55.1% | $178,490-47.3% | $158,922-40.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.22% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,000 | $5,706-47.4% | $5,011-40.1% | $4,761-37.0% |
| Participant deferral / active EE | $1,726 | $5,954-71.0% | $5,202-66.8% | $5,982-71.1% |
| Admin fee / account holder | $1,081 | $17,074-93.7% | $13,984-92.3% | $11,246-90.4% |