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 | $49,555 | $171,865-71.2% | $149,718-66.9% | $147,584-66.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 15.28% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,852 | $6,275-70.5% | $5,445-66.0% | $4,876-62.0% |
| Participant deferral / active EE | $1,664 | $7,271-77.1% | $6,569-74.7% | $5,439-69.4% |
| Admin fee / account holder | $7,829 | $13,799-43.3% | $11,283-30.6% | $10,885-28.1% |