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 | $45,678 | $180,449-74.7% | $154,107-70.4% | $135,375-66.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -3.37% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $480 | $5,806-91.7% | $5,081-90.6% | $5,609-91.4% |
| Admin fee / account holder | $1,312 | $16,143-91.9% | $13,411-90.2% | $10,827-87.9% |