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 | $45,763 | $185,822-75.4% | $169,993-73.1% | $139,434-67.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,616 | $7,590-65.5% | $6,785-61.4% | $4,751-44.9% |
| Participant deferral / active EE | $480 | $11,622-95.9% | $10,408-95.4% | $6,710-92.8% |
| Admin fee / account holder | $399 | $15,381-97.4% | $12,815-96.9% | $11,403-96.5% |