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 | $31,824 | $81,625-61.0% | $58,482-45.6% | $139,434-77.2% |
| Participation rate | 76.5% | 61.3%+15.1pp | 50.9%+25.6pp | 80.3%-3.8pp |
| Annual return | 10.36% | 7404.20%-7393.8pp | 4239.32%-4229.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $275 | $1,398-80.3% | $1,053-73.9% | $4,751-94.2% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $713 | $3,265-78.2% | $2,516-71.7% | $11,403-93.7% |