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 9-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 | $9,352 | $48,795-80.8% | $65,493-85.7% | $84,808-89.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.86% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $514 | $1,930-73.4% | $2,574-80.0% | $2,631-80.5% |
| Participant deferral / active EE | $567 | $2,928-80.6% | $3,961-85.7% | $4,212-86.5% |
| Admin fee / account holder | $663 | $3,877-82.9% | $5,028-86.8% | $7,344-91.0% |