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 | $14,253 | $69,207-79.4% | $64,056-77.7% | $139,434-89.8% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 13.72% | 45.88%-32.2pp | 33.69%-20.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $871 | $3,182-72.6% | $2,747-68.3% | $4,751-81.7% |
| Participant deferral / active EE | $447 | $4,682-90.5% | $3,880-88.5% | $6,710-93.3% |
| Admin fee / account holder | $1,224 | $4,244-71.2% | $3,068-60.1% | $11,403-89.3% |