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 | $74,568 | $171,865-56.6% | $149,718-50.2% | $147,584-49.5% |
| Participation rate | 82.6% | 88.2%-5.6pp | 87.1%-4.5pp | 82.8%-0.2pp |
| Annual return | 16.71% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,345 | $6,275-78.6% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $1,578 | $7,271-78.3% | $6,569-76.0% | $5,439-71.0% |
| Admin fee / account holder | $3,064 | $13,799-77.8% | $11,283-72.8% | $10,885-71.9% |