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 | $219,660 | $209,832+4.7% | $189,513+15.9% | $167,490+31.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.10% | 748.27%-734.2pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,141 | $6,914-54.6% | $6,162-49.0% | $4,837-35.1% |
| Participant deferral / active EE | $3,146 | $8,935-64.8% | $8,221-61.7% | $6,341-50.4% |
| Admin fee / account holder | $1,753 | $14,293-87.7% | $12,045-85.4% | $12,309-85.8% |