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 4-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 | $32,434 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 178.01% | 70.24%+107.8pp | 62.55%+115.5pp | 217.08%-39.1pp |
| Employer contribution / active EE | $1,203 | $4,961-75.8% | $4,693-74.4% | $4,299-72.0% |
| Participant deferral / active EE | $1,184 | $8,310-85.8% | $7,997-85.2% | $6,507-81.8% |
| Admin fee / account holder | $4,076 | $14,846-72.5% | $13,435-69.7% | $12,624-67.7% |