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 | $18,467 | $109,817-83.2% | $98,442-81.2% | $167,490-89.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 11.85% | 1956.69%-1944.8pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,383 | $3,224-57.1% | $2,960-53.3% | $4,837-71.4% |
| Participant deferral / active EE | $402 | $4,673-91.4% | $4,276-90.6% | $6,341-93.7% |
| Admin fee / account holder | $748 | $6,753-88.9% | $5,949-87.4% | $12,309-93.9% |