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 | $22,410 | $48,230-53.5% | $67,502-66.8% | $80,856-72.3% |
| Participation rate | 83.3% | 66.4%+17.0pp | 72.9%+10.5pp | 67.6%+15.7pp |
| Annual return | 11.57% | 18.28%-6.7pp | 3512.12%-3500.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $700 | $2,020-65.3% | $2,731-74.4% | $2,755-74.6% |
| Participant deferral / active EE | $350 | $2,924-88.0% | $4,000-91.2% | $4,296-91.8% |
| Admin fee / account holder | $1,318 | $3,681-64.2% | $3,998-67.0% | $6,918-80.9% |