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 | $49,925 | $152,587-67.3% | $125,175-60.1% | $152,861-67.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.92% | 54.84%-43.9pp | 43.79%-32.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $2,500 | $4,946-49.5% | $3,865-35.3% | $4,762-47.5% |
| Participant deferral / active EE | $1,556 | $5,868-73.5% | $4,937-68.5% | $5,850-73.4% |
| Admin fee / account holder | $1,099 | $13,434-91.8% | $9,702-88.7% | $11,596-90.5% |