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 | $53,011 | $214,378-75.3% | $200,582-73.6% | $142,382-62.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.45% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $11,276 | $6,841+64.8% | $6,419+75.7% | $4,299+162.3% |
| Participant deferral / active EE | $964 | $9,865-90.2% | $9,331-89.7% | $6,507-85.2% |
| Admin fee / account holder | $12,826 | $17,692-27.5% | $16,305-21.3% | $12,624+1.6% |