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 | $20,949 | $93,024-77.5% | $77,024-72.8% | $134,475-84.4% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+25.0pp | 81.2%+11.6pp |
| Annual return | 3.32% | 62.60%-59.3pp | 42.32%-39.0pp | 417.96%-414.6pp |
| Employer contribution / active EE | $667 | $3,418-80.5% | $2,812-76.3% | $4,740-85.9% |
| Participant deferral / active EE | $144 | $5,238-97.2% | $4,426-96.7% | $6,400-97.7% |
| Admin fee / account holder | $1,715 | $6,944-75.3% | $5,425-68.4% | $11,426-85.0% |