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 | $28,613 | $48,230-40.7% | $67,502-57.6% | $80,856-64.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 16.64% | 18.28%-1.6pp | 3512.12%-3495.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,394 | $2,020-31.0% | $2,731-49.0% | $2,755-49.4% |
| Participant deferral / active EE | $770 | $2,924-73.7% | $4,000-80.8% | $4,296-82.1% |
| Admin fee / account holder | $2,224 | $3,681-39.6% | $3,998-44.4% | $6,918-67.9% |