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 | $78,814 | $102,547-23.1% | $78,210+0.8% | $147,584-46.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 10.47% | 51.08%-40.6pp | 40.90%-30.4pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,339 | $2,617-10.6% | $2,034+15.0% | $4,876-52.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,159 | $5,059-57.3% | $3,758-42.6% | $10,885-80.2% |