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 | $62,953 | $201,272-68.7% | $184,203-65.8% | $145,922-56.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 457.95% | 29.00%+429.0pp | 28.81%+429.1pp | 561.29%-103.3pp |
| Employer contribution / active EE | $18,869 | $7,022+168.7% | $6,427+193.6% | $4,660+304.9% |
| Participant deferral / active EE | $2,676 | $9,806-72.7% | $9,131-70.7% | $6,688-60.0% |
| Admin fee / account holder | $38,780 | $16,364+137.0% | $13,901+179.0% | $13,397+189.5% |