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 | $167,938 | $159,901+5.0% | $146,958+14.3% | $145,922+15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $6,532 | $5,286+23.6% | $4,933+32.4% | $4,660+40.2% |
| Participant deferral / active EE | $1,760 | $8,428-79.1% | $8,070-78.2% | $6,688-73.7% |
| Admin fee / account holder | $49,038 | $15,044+226.0% | $12,998+277.3% | $13,397+266.0% |