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 | $31,788 | $78,422-59.5% | $95,952-66.9% | $79,858-60.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.34% | 19.37%-8.0pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,236 | $1,945-36.5% | $2,541-51.4% | $2,471-50.0% |
| Participant deferral / active EE | $1,465 | $3,440-57.4% | $4,167-64.8% | $3,740-60.8% |
| Admin fee / account holder | $1,482 | $5,622-73.6% | $6,795-78.2% | $5,306-72.1% |