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 | $15,860 | $77,634-79.6% | $156,549-89.9% | $62,891-74.8% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 8.33% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $766 | $3,444-77.8% | $5,501-86.1% | $2,281-66.4% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $489 | $5,561-91.2% | $13,027-96.2% | $4,296-88.6% |