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 | $19,875 | $150,187-86.8% | $120,354-83.5% | $145,922-86.4% |
| Participation rate | 92.3% | 78.8%+13.6pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 13.63% | 154.07%-140.4pp | 107.15%-93.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $966 | $4,348-77.8% | $3,463-72.1% | $4,660-79.3% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,382 | $12,207-55.9% | $9,423-42.9% | $13,397-59.8% |