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 | $21,414 | $70,756-69.7% | $65,493-67.3% | $142,382-85.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.82% | 1754.89%-1741.1pp | 982.45%-968.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,314 | $2,881-54.4% | $2,574-48.9% | $4,299-69.4% |
| Participant deferral / active EE | $484 | $4,637-89.6% | $3,961-87.8% | $6,507-92.6% |
| Admin fee / account holder | $1,665 | $6,559-74.6% | $5,028-66.9% | $12,624-86.8% |