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 | $234,270 | $80,968+189.3% | $96,544+142.7% | $75,163+211.7% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 170.12% | 27.06%+143.1pp | 25.84%+144.3pp | 160.62%+9.5pp |
| Employer contribution / active EE | $16,574 | $2,282+626.4% | $2,965+459.0% | $2,670+520.8% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,979 | $6,724+63.3% | $8,252+33.0% | $5,651+94.3% |