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 | $17,214 | $91,190-81.1% | $178,490-90.4% | $79,858-78.4% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 18.22% | 24.19%-6.0pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,006 | $3,256-69.1% | $5,011-79.9% | $2,471-59.3% |
| Participant deferral / active EE | $625 | $3,236-80.7% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $5,974 | $6,751-11.5% | $13,984-57.3% | $5,306+12.6% |