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 | $17,204 | $76,738-77.6% | $56,411-69.5% | $145,922-88.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.35% | 2994.23%-2985.9pp | 1701.33%-1693.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $556 | $1,380-59.7% | $1,039-46.5% | $4,660-88.1% |
| Participant deferral / active EE | $38 | $2,623-98.6% | $1,952-98.1% | $6,688-99.4% |
| Admin fee / account holder | $6,699 | $3,334+100.9% | $2,829+136.8% | $13,397-50.0% |