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 | $44,482 | $150,440-70.4% | $136,294-67.4% | $147,584-69.9% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 11.57% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,500 | $5,256-71.5% | $4,695-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $965 | $6,630-85.4% | $6,247-84.6% | $5,439-82.3% |
| Admin fee / account holder | $7,276 | $10,905-33.3% | $9,243-21.3% | $10,885-33.2% |