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 | $62,151 | $101,317-38.7% | $146,958-57.7% | $74,495-16.6% |
| Participation rate | 86.4% | 75.5%+10.8pp | 82.2%+4.2pp | 67.2%+19.2pp |
| Annual return | 17.36% | 8730.91%-8713.5pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,130 | $3,810-70.4% | $4,933-77.1% | $2,623-56.9% |
| Participant deferral / active EE | $3,079 | $7,303-57.8% | $8,070-61.8% | $4,346-29.1% |
| Admin fee / account holder | $879 | $1,739-49.5% | $12,998-93.2% | $1,942-54.8% |