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 | $16,617 | $109,817-84.9% | $98,442-83.1% | $167,490-90.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 9.71% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,661 | $3,224-48.5% | $2,960-43.9% | $4,837-65.7% |
| Participant deferral / active EE | $502 | $4,673-89.3% | $4,276-88.3% | $6,341-92.1% |
| Admin fee / account holder | $17,077 | $6,753+152.9% | $5,949+187.0% | $12,309+38.7% |