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 | $241,857 | $209,832+15.3% | $189,513+27.6% | $167,490+44.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 748.27%-736.5pp | 555.15%-543.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,385 | $6,914-22.1% | $6,162-12.6% | $4,837+11.3% |
| Participant deferral / active EE | $1,977 | $8,935-77.9% | $8,221-76.0% | $6,341-68.8% |
| Admin fee / account holder | $5,608 | $14,293-60.8% | $12,045-53.4% | $12,309-54.4% |