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 | $11,928 | $58,208-79.5% | $81,812-85.4% | $80,856-85.2% |
| Participation rate | 91.2% | 63.4%+27.8pp | 72.3%+18.8pp | 67.6%+23.5pp |
| Annual return | 12.33% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $900 | $2,340-61.5% | $2,912-69.1% | $2,755-67.3% |
| Participant deferral / active EE | $496 | $3,281-84.9% | $4,319-88.5% | $4,296-88.4% |
| Admin fee / account holder | $905 | $4,981-81.8% | $7,386-87.7% | $6,918-86.9% |