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 | $24,986 | $109,982-77.3% | $97,226-74.3% | $145,922-82.9% |
| Participation rate | 92.3% | 75.9%+16.4pp | 72.7%+19.6pp | 80.3%+12.0pp |
| Annual return | 11.70% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $478 | $3,084-84.5% | $2,729-82.5% | $4,660-89.7% |
| Participant deferral / active EE | $524 | $4,676-88.8% | $4,264-87.7% | $6,688-92.2% |
| Admin fee / account holder | $341 | $6,221-94.5% | $5,654-94.0% | $13,397-97.5% |