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 6-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 | $26,783 | $102,604-73.9% | $86,188-68.9% | $139,434-80.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 12.92% | 1922.51%-1909.6pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,273 | $3,032-58.0% | $2,380-46.5% | $4,751-73.2% |
| Participant deferral / active EE | $944 | $4,676-79.8% | $3,985-76.3% | $6,710-85.9% |
| Admin fee / account holder | $6,556 | $8,657-24.3% | $6,852-4.3% | $11,403-42.5% |