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 | $31,816 | $72,400-56.1% | $67,502-52.9% | $145,922-78.2% |
| Participation rate | 93.8% | 76.9%+16.9pp | 72.9%+20.9pp | 80.3%+13.5pp |
| Annual return | 13.60% | 7182.46%-7168.9pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $734 | $3,069-76.1% | $2,731-73.1% | $4,660-84.2% |
| Participant deferral / active EE | $834 | $4,783-82.6% | $4,000-79.2% | $6,688-87.5% |
| Admin fee / account holder | $2,430 | $5,539-56.1% | $3,998-39.2% | $13,397-81.9% |