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 | $21,796 | $103,949-79.0% | $69,182-68.5% | $273,961-92.0% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 7.32% | 35.28%-28.0pp | -21.93%+29.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $714 | $1,783-59.9% | $1,206-40.8% | $4,869-85.3% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $379 | $3,671-89.7% | $2,697-85.9% | $10,132-96.3% |