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 | $11,488 | $58,208-80.3% | $81,812-86.0% | $80,856-85.8% |
| Participation rate | 86.2% | 63.4%+22.8pp | 72.3%+13.9pp | 67.6%+18.6pp |
| Annual return | 11.44% | 41.66%-30.2pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,941 | $2,340-17.0% | $2,912-33.3% | $2,755-29.5% |
| Participant deferral / active EE | $389 | $3,281-88.1% | $4,319-91.0% | $4,296-90.9% |
| Admin fee / account holder | $889 | $4,981-82.2% | $7,386-88.0% | $6,918-87.2% |