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 | $66,833 | $127,777-47.7% | $106,548-37.3% | $167,490-60.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.69% | 33.87%-23.2pp | 26.80%-16.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,012 | $3,427+17.1% | $2,819+42.3% | $4,837-17.1% |
| Participant deferral / active EE | $1,388 | $5,087-72.7% | $4,398-68.4% | $6,341-78.1% |
| Admin fee / account holder | $2,859 | $11,228-74.5% | $7,407-61.4% | $12,309-76.8% |