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 | $5,653 | $72,400-92.2% | $67,502-91.6% | $145,922-96.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 22.58% | 7182.46%-7159.9pp | 3512.12%-3489.5pp | 561.29%-538.7pp |
| Employer contribution / active EE | $366 | $3,069-88.1% | $2,731-86.6% | $4,660-92.2% |
| Participant deferral / active EE | $511 | $4,783-89.3% | $4,000-87.2% | $6,688-92.4% |
| Admin fee / account holder | $549 | $5,539-90.1% | $3,998-86.3% | $13,397-95.9% |