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 | $14,322 | $85,202-83.2% | $172,739-91.7% | $72,985-80.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.49% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $885 | $3,324-73.4% | $5,143-82.8% | $2,440-63.7% |
| Participant deferral / active EE | $865 | $3,260-73.5% | $5,198-83.4% | $3,607-76.0% |
| Admin fee / account holder | $1,846 | $5,884-68.6% | $13,954-86.8% | $5,124-64.0% |