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 | $180,116 | $168,632+6.8% | $147,614+22.0% | $125,391+43.6% |
| Participation rate | 82.6% | 88.8%-6.2pp | 84.6%-2.0pp | 83.2%-0.6pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $12,480 | $6,252+99.6% | $5,564+124.3% | $4,866+156.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $39,751 | $13,580+192.7% | $11,611+242.3% | $9,540+316.7% |