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 | $72,303 | $189,613-61.9% | $167,512-56.8% | $142,382-49.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.20% | 2024.68%-2011.5pp | 1615.79%-1602.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,399 | $4,349-44.8% | $3,882-38.2% | $4,299-44.2% |
| Participant deferral / active EE | $1,028 | $6,981-85.3% | $6,405-83.9% | $6,507-84.2% |
| Admin fee / account holder | $35,875 | $10,528+240.8% | $9,769+267.2% | $12,624+184.2% |