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 | $20,064 | $53,822-62.7% | $75,696-73.5% | $85,850-76.6% |
| Participation rate | 98.5% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.2pp |
| Annual return | 17.47% | 24.54%-7.1pp | 104.53%-87.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,160 | $2,017-42.5% | $2,743-57.7% | $2,565-54.8% |
| Participant deferral / active EE | $762 | $2,895-73.7% | $3,821-80.1% | $3,952-80.7% |
| Admin fee / account holder | $853 | $3,343-74.5% | $3,619-76.4% | $6,260-86.4% |