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 | $12,270 | $96,635-87.3% | $86,612-85.8% | $139,434-91.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 17.64% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,255 | $3,263-30.9% | $3,022-25.4% | $4,751-52.5% |
| Participant deferral / active EE | $419 | $4,836-91.3% | $4,438-90.6% | $6,710-93.8% |
| Admin fee / account holder | $1,439 | $6,408-77.5% | $5,614-74.4% | $11,403-87.4% |