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 | $24,945 | $81,632-69.4% | $70,449-64.6% | $158,922-84.3% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 14.56% | 208.40%-193.8pp | 109.03%-94.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $435 | $3,217-86.5% | $2,737-84.1% | $4,761-90.9% |
| Participant deferral / active EE | $435 | $4,554-90.4% | $3,709-88.3% | $5,982-92.7% |
| Admin fee / account holder | $1,337 | $6,193-78.4% | $3,845-65.2% | $11,246-88.1% |