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 | $16,311 | $54,705-70.2% | $71,209-77.1% | $84,808-80.8% |
| Participation rate | 78.4% | 64.1%+14.3pp | 73.8%+4.6pp | 68.3%+10.1pp |
| Annual return | 15.45% | 35.90%-20.4pp | 282.51%-267.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,523 | $2,158-29.4% | $2,721-44.0% | $2,631-42.1% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $528 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |