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 | $22,284 | $175,202-87.3% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.49% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,215 | $5,474-77.8% | $4,818-74.8% | $4,751-74.4% |
| Participant deferral / active EE | $461 | $6,519-92.9% | $5,680-91.9% | $6,710-93.1% |
| Admin fee / account holder | $3,207 | $16,150-80.1% | $13,210-75.7% | $11,403-71.9% |