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 9-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 | $212,068 | $157,256+34.9% | $141,162+50.2% | $152,861+38.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 187.09% | 64.32%+122.8pp | 71.39%+115.7pp | 345.32%-158.2pp |
| Employer contribution / active EE | $14,560 | $5,261+176.8% | $4,735+207.5% | $4,762+205.7% |
| Participant deferral / active EE | $114 | $7,109-98.4% | $6,709-98.3% | $5,850-98.1% |
| Admin fee / account holder | $596 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |