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 4-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 | $128,423 | $105,181+22.1% | $159,436-19.5% | $85,850+49.6% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 1090.62% | 45.07%+1045.5pp | 263.57%+827.1pp | 318.53%+772.1pp |
| Employer contribution / active EE | $24,889 | $3,318+650.1% | $4,829+415.4% | $2,565+870.3% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $375 | $6,933-94.6% | $10,799-96.5% | $6,260-94.0% |