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 | $27,703 | $69,518-60.1% | $59,878-53.7% | $135,375-79.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 16.15% | 7.94%+8.2pp | 3.46%+12.7pp | 519.73%-503.6pp |
| Employer contribution / active EE | $494 | $3,235-84.7% | $2,722-81.9% | $4,779-89.7% |
| Participant deferral / active EE | $645 | $4,206-84.7% | $3,402-81.0% | $5,609-88.5% |
| Admin fee / account holder | $898 | $5,734-84.3% | $3,590-75.0% | $10,827-91.7% |