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 | $40,891 | $150,440-72.8% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.71% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,796 | $5,256-65.8% | $4,695-61.7% | $4,876-63.2% |
| Participant deferral / active EE | $1,796 | $6,630-72.9% | $6,247-71.2% | $5,439-67.0% |
| Admin fee / account holder | $2,080 | $10,905-80.9% | $9,243-77.5% | $10,885-80.9% |