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 | $22,580 | $65,409-65.5% | $98,442-77.1% | $85,850-73.7% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.6pp | 69.3%+14.6pp |
| Annual return | 28.41% | 21.76%+6.7pp | 1492.73%-1464.3pp | 318.53%-290.1pp |
| Employer contribution / active EE | $454 | $2,168-79.1% | $2,960-84.7% | $2,565-82.3% |
| Participant deferral / active EE | $736 | $3,166-76.8% | $4,276-82.8% | $3,952-81.4% |
| Admin fee / account holder | $1,183 | $4,593-74.2% | $5,949-80.1% | $6,260-81.1% |