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 | $198,801 | $180,449+10.2% | $154,107+29.0% | $135,375+46.9% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | 75.69% | 888.09%-812.4pp | 735.12%-659.4pp | 519.73%-444.0pp |
| Employer contribution / active EE | $21,128 | $6,035+250.1% | $5,298+298.8% | $4,779+342.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,646 | $16,143-58.8% | $13,411-50.4% | $10,827-38.6% |