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 | $172,361 | $106,515+61.8% | $96,683+78.3% | $139,434+23.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 73.14% | 38.43%+34.7pp | 35.69%+37.4pp | 372.94%-299.8pp |
| Employer contribution / active EE | $12,997 | $4,103+216.8% | $3,737+247.8% | $4,751+173.6% |
| Participant deferral / active EE | $149 | $5,454-97.3% | $4,878-97.0% | $6,710-97.8% |
| Admin fee / account holder | $1,100 | $7,877-86.0% | $6,730-83.6% | $11,403-90.4% |