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 5-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 | $92,650 | $100,773-8.1% | $88,946+4.2% | $142,382-34.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.74% | 70.18%-56.4pp | 57.82%-44.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,621 | $2,918+24.1% | $2,555+41.7% | $4,299-15.8% |
| Participant deferral / active EE | $750 | $5,230-85.7% | $4,581-83.6% | $6,507-88.5% |
| Admin fee / account holder | $784 | $9,693-91.9% | $8,261-90.5% | $12,624-93.8% |