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 | $29,874 | $91,037-67.2% | $71,671-58.3% | $147,584-79.8% |
| Participation rate | 92.9% | 76.1%+16.7pp | 68.7%+24.1pp | 82.8%+10.0pp |
| Annual return | 9.83% | 20.48%-10.6pp | 20.65%-10.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,071 | $3,327-67.8% | $2,460-56.4% | $4,876-78.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $322 | $8,613-96.3% | $5,558-94.2% | $10,885-97.0% |