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 | $26,486 | $76,000-65.1% | $154,107-82.8% | $64,186-58.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | 5.13% | 30.32%-25.2pp | 735.12%-730.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $973 | $3,351-71.0% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $792 | $3,175-75.1% | $5,081-84.4% | $3,470-77.2% |
| Admin fee / account holder | $1,670 | $5,596-70.2% | $13,411-87.6% | $4,888-65.8% |