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 | $90,507 | $150,440-39.8% | $136,294-33.6% | $147,584-38.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.10% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,880 | $5,256-64.2% | $4,695-60.0% | $4,876-61.4% |
| Participant deferral / active EE | $1,913 | $6,630-71.2% | $6,247-69.4% | $5,439-64.8% |
| Admin fee / account holder | $1,455 | $10,905-86.7% | $9,243-84.3% | $10,885-86.6% |