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 | $16,625 | $90,503-81.6% | $78,689-78.9% | $273,961-93.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.25% | 75.60%-64.4pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $4,061 | $3,176+27.9% | $2,851+42.5% | $4,869-16.6% |
| Participant deferral / active EE | $309 | $3,901-92.1% | $3,517-91.2% | $5,287-94.2% |
| Admin fee / account holder | $834 | $5,263-84.2% | $4,510-81.5% | $10,132-91.8% |