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 | $16,511 | $109,817-85.0% | $98,442-83.2% | $167,490-90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.70% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $4,072 | $3,224+26.3% | $2,960+37.6% | $4,837-15.8% |
| Participant deferral / active EE | $727 | $4,673-84.4% | $4,276-83.0% | $6,341-88.5% |
| Admin fee / account holder | $3,325 | $6,753-50.8% | $5,949-44.1% | $12,309-73.0% |