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 | $23,062 | $115,708-80.1% | $65,255-64.7% | $139,434-83.5% |
| Participation rate | 81.0% | 67.8%+13.1pp | 65.0%+16.0pp | 80.3%+0.6pp |
| Annual return | 14.51% | 31.19%-16.7pp | 47.35%-32.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,429 | $2,599+147.3% | $1,691+280.1% | $4,751+35.3% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,339 | $6,698-80.0% | $4,112-67.4% | $11,403-88.3% |