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 | $11,625 | $102,966-88.7% | $90,281-87.1% | $152,861-92.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.92% | 95.16%-75.2pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $442 | $3,139-85.9% | $2,854-84.5% | $4,762-90.7% |
| Participant deferral / active EE | $636 | $4,281-85.1% | $3,885-83.6% | $5,850-89.1% |
| Admin fee / account holder | $4,093 | $6,171-33.7% | $5,351-23.5% | $11,596-64.7% |