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 4-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 | $38,778 | $108,919-64.4% | $100,391-61.4% | $145,922-73.4% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 20.47% | 57.88%-37.4pp | 49.20%-28.7pp | 561.29%-540.8pp |
| Employer contribution / active EE | $365 | $4,419-91.8% | $3,942-90.8% | $4,660-92.2% |
| Participant deferral / active EE | $956 | $8,445-88.7% | $8,082-88.2% | $6,688-85.7% |
| Admin fee / account holder | $391 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |