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 | $54,868 | $150,440-63.5% | $136,294-59.7% | $147,584-62.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.44% | 1049.08%-1032.6pp | 5155.94%-5139.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,217 | $5,256-76.9% | $4,695-74.1% | $4,876-75.0% |
| Participant deferral / active EE | $1,661 | $6,630-74.9% | $6,247-73.4% | $5,439-69.5% |
| Admin fee / account holder | $1,298 | $10,905-88.1% | $9,243-86.0% | $10,885-88.1% |