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 | $7,571 | $34,308-77.9% | $74,701-89.9% | $72,985-89.6% |
| Participation rate | 92.3% | 42.4%+49.9pp | 54.5%+37.8pp | 69.5%+22.8pp |
| Annual return | 19.57% | 26.58%-7.0pp | 752.92%-733.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $275 | $692-60.3% | $1,084-74.6% | $2,440-88.7% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $585 | $2,124-72.5% | $3,333-82.5% | $5,124-88.6% |