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 | $10,542 | $96,305-89.1% | $80,569-86.9% | $139,434-92.4% |
| Participation rate | 76.2% | 73.6%+2.6pp | 67.0%+9.2pp | 80.3%-4.1pp |
| Annual return | 11.05% | 1350.08%-1339.0pp | 935.43%-924.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $552 | $3,262-83.1% | $2,723-79.7% | $4,751-88.4% |
| Participant deferral / active EE | $837 | $5,232-84.0% | $4,447-81.2% | $6,710-87.5% |
| Admin fee / account holder | $1,454 | $6,599-78.0% | $5,377-73.0% | $11,403-87.2% |