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 | $45,379 | $96,305-52.9% | $80,569-43.7% | $139,434-67.5% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 17.84% | 1350.08%-1332.2pp | 935.43%-917.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $390 | $3,262-88.1% | $2,723-85.7% | $4,751-91.8% |
| Participant deferral / active EE | $515 | $5,232-90.2% | $4,447-88.4% | $6,710-92.3% |
| Admin fee / account holder | $453 | $6,599-93.1% | $5,377-91.6% | $11,403-96.0% |