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 | $25,802 | $106,890-75.9% | $84,015-69.3% | $152,861-83.1% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.4%+12.0pp |
| Annual return | 13.83% | 104.99%-91.2pp | 71.31%-57.5pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,788 | $2,734-34.6% | $1,983-9.8% | $4,762-62.4% |
| Participant deferral / active EE | $467 | $4,011-88.4% | $3,239-85.6% | $5,850-92.0% |
| Admin fee / account holder | $4,555 | $8,285-45.0% | $6,101-25.3% | $11,596-60.7% |