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 | $33,822 | $209,832-83.9% | $189,513-82.2% | $167,490-79.8% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 187.21% | 748.27%-561.1pp | 555.15%-367.9pp | 478.56%-291.3pp |
| Employer contribution / active EE | $1,721 | $6,914-75.1% | $6,162-72.1% | $4,837-64.4% |
| Participant deferral / active EE | $2,066 | $8,935-76.9% | $8,221-74.9% | $6,341-67.4% |
| Admin fee / account holder | $245,119 | $14,293+1614.9% | $12,045+1935.0% | $12,309+1891.4% |