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 | $22,238 | $63,346-64.9% | $92,233-75.9% | $70,131-68.3% |
| Participation rate | 90.7% | 68.7%+22.0pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 14.50% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $948 | $2,471-61.6% | $3,679-74.2% | $2,342-59.5% |
| Participant deferral / active EE | $536 | $2,854-81.2% | $3,897-86.2% | $3,332-83.9% |
| Admin fee / account holder | $3,039 | $3,840-20.9% | $5,194-41.5% | $4,645-34.6% |