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 | $12,796 | $99,020-87.1% | $86,590-85.2% | $147,584-91.3% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 20.33% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,521 | $3,132-51.4% | $2,839-46.4% | $4,876-68.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $348 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |