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 | $31,859 | $214,378-85.1% | $200,582-84.1% | $142,382-77.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.87% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,149 | $6,841-68.6% | $6,419-66.5% | $4,299-50.0% |
| Participant deferral / active EE | $678 | $9,865-93.1% | $9,331-92.7% | $6,507-89.6% |
| Admin fee / account holder | $2,063 | $17,692-88.3% | $16,305-87.3% | $12,624-83.7% |