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 | $236,256 | $202,318+16.8% | $172,739+36.8% | $152,861+54.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.67% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $5,593 | $5,856-4.5% | $5,143+8.8% | $4,762+17.5% |
| Participant deferral / active EE | $545 | $5,948-90.8% | $5,198-89.5% | $5,850-90.7% |
| Admin fee / account holder | $5,310 | $17,109-69.0% | $13,954-61.9% | $11,596-54.2% |