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 | $23,786 | $109,817-78.3% | $98,442-75.8% | $167,490-85.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 12.89% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $818 | $3,224-74.6% | $2,960-72.4% | $4,837-83.1% |
| Participant deferral / active EE | $714 | $4,673-84.7% | $4,276-83.3% | $6,341-88.7% |
| Admin fee / account holder | $8,472 | $6,753+25.5% | $5,949+42.4% | $12,309-31.2% |