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 | $87,920 | $214,378-59.0% | $200,582-56.2% | $142,382-38.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.93% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,673 | $6,841-31.7% | $6,419-27.2% | $4,299+8.7% |
| Participant deferral / active EE | $2,761 | $9,865-72.0% | $9,331-70.4% | $6,507-57.6% |
| Admin fee / account holder | $1,121 | $17,692-93.7% | $16,305-93.1% | $12,624-91.1% |