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 | $65,239 | $755,339-91.4% | $379,746-82.8% | $158,922-58.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 8.31% | 53.41%-45.1pp | 34.90%-26.6pp | 302.83%-294.5pp |
| Employer contribution / active EE | $2,599 | $4,685-44.5% | $3,540-26.6% | $4,761-45.4% |
| Participant deferral / active EE | $2,045 | $7,938-74.2% | $6,024-66.1% | $5,982-65.8% |
| Admin fee / account holder | $2,979 | $14,482-79.4% | $7,927-62.4% | $11,246-73.5% |