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 | $35,710 | $49,922-28.5% | $80,569-55.7% | $75,163-52.5% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.65% | 34.69%-19.0pp | 935.43%-919.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $697 | $1,698-59.0% | $2,723-74.4% | $2,670-73.9% |
| Participant deferral / active EE | $460 | $2,990-84.6% | $4,447-89.7% | $4,125-88.9% |
| Admin fee / account holder | $3,224 | $3,577-9.9% | $5,377-40.0% | $5,651-42.9% |