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 | $11,913 | $109,817-89.2% | $98,442-87.9% | $167,490-92.9% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 14.65% | 1956.69%-1942.0pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $494 | $3,224-84.7% | $2,960-83.3% | $4,837-89.8% |
| Participant deferral / active EE | $581 | $4,673-87.6% | $4,276-86.4% | $6,341-90.8% |
| Admin fee / account holder | $3,743 | $6,753-44.6% | $5,949-37.1% | $12,309-69.6% |