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 | $15,057 | $85,202-82.3% | $172,739-91.3% | $72,985-79.4% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.6%+6.4pp | 69.5%+19.6pp |
| Annual return | 17.54% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $594 | $3,324-82.1% | $5,143-88.4% | $2,440-75.6% |
| Participant deferral / active EE | $816 | $3,260-75.0% | $5,198-84.3% | $3,607-77.4% |
| Admin fee / account holder | $1,469 | $5,884-75.0% | $13,954-89.5% | $5,124-71.3% |