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 | $17,616 | $91,190-80.7% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.72% | 24.19%-2.5pp | 151.07%-129.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $885 | $3,256-72.8% | $5,011-82.3% | $2,471-64.2% |
| Participant deferral / active EE | $624 | $3,236-80.7% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $718 | $6,751-89.4% | $13,984-94.9% | $5,306-86.5% |