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 | $27,939 | $100,852-72.3% | $90,404-69.1% | $158,922-82.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.26% | 1724.20%-1712.9pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,145 | $3,689-68.9% | $3,262-64.9% | $4,761-75.9% |
| Participant deferral / active EE | $656 | $4,348-84.9% | $3,963-83.5% | $5,982-89.0% |
| Admin fee / account holder | $9,313 | $6,501+43.3% | $5,611+66.0% | $11,246-17.2% |