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 | $37,791 | $150,440-74.9% | $136,294-72.3% | $147,584-74.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.07% | 1049.08%-1024.0pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,175 | $5,256-77.6% | $4,695-75.0% | $4,876-75.9% |
| Participant deferral / active EE | $2,100 | $6,630-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $3,567 | $10,905-67.3% | $9,243-61.4% | $10,885-67.2% |