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 | $9,216 | $74,888-87.7% | $71,209-87.1% | $142,382-93.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.24% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $806 | $2,854-71.8% | $2,721-70.4% | $4,299-81.2% |
| Participant deferral / active EE | $410 | $4,454-90.8% | $4,175-90.2% | $6,507-93.7% |
| Admin fee / account holder | $357 | $5,568-93.6% | $5,349-93.3% | $12,624-97.2% |