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 | $70,571 | $108,919-35.2% | $100,391-29.7% | $145,922-51.6% |
| Participation rate | 72.2% | 82.9%-10.7pp | 81.5%-9.3pp | 80.3%-8.1pp |
| Annual return | 21.27% | 57.88%-36.6pp | 49.20%-27.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $915 | $8,445-89.2% | $8,082-88.7% | $6,688-86.3% |
| Admin fee / account holder | $628 | $9,689-93.5% | $7,899-92.1% | $13,397-95.3% |