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 | $30,471 | $68,346-55.4% | $94,646-67.8% | $75,163-59.5% |
| Participation rate | 94.4% | 76.1%+18.3pp | 80.8%+13.6pp | 67.2%+27.3pp |
| Annual return | 18.33% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,243 | $2,701-54.0% | $3,672-66.2% | $2,670-53.5% |
| Participant deferral / active EE | $2,664 | $6,537-59.2% | $7,418-64.1% | $4,125-35.4% |
| Admin fee / account holder | $400 | $5,326-92.5% | $7,231-94.5% | $5,651-92.9% |