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 8-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 | $29,298 | $109,817-73.3% | $98,442-70.2% | $167,490-82.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.36% | 1956.69%-1943.3pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,447 | $3,224+68.9% | $2,960+84.0% | $4,837+12.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $393 | $6,753-94.2% | $5,949-93.4% | $12,309-96.8% |