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 | $234,775 | $102,317+129.5% | $146,958+59.8% | $80,856+190.4% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 27.66% | 134.76%-107.1pp | 418.34%-390.7pp | 35.59%-7.9pp |
| Employer contribution / active EE | $6,644 | $3,713+78.9% | $4,933+34.7% | $2,755+141.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $566 | $7,941-92.9% | $12,998-95.6% | $6,918-91.8% |