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 | $27,367 | $65,561-58.3% | $86,188-68.2% | $75,163-63.6% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.0%+6.0pp | 67.2%+7.8pp |
| Annual return | 16.00% | 46.05%-30.1pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $722 | $1,553-53.5% | $2,380-69.7% | $2,670-73.0% |
| Participant deferral / active EE | $510 | $3,024-83.1% | $3,985-87.2% | $4,125-87.6% |
| Admin fee / account holder | $6,584 | $5,474+20.3% | $6,852-3.9% | $5,651+16.5% |