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 | $30,027 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 20.54% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,135 | $5,286-78.5% | $4,933-77.0% | $4,660-75.6% |
| Participant deferral / active EE | $2,203 | $8,428-73.9% | $8,070-72.7% | $6,688-67.1% |
| Admin fee / account holder | $1,640 | $15,044-89.1% | $12,998-87.4% | $13,397-87.8% |