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 6-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 | $26,157 | $202,432-87.1% | $169,368-84.6% | $139,434-81.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 535.18% | 531.74%+3.4pp | 405.60%+129.6pp | 372.94%+162.2pp |
| Employer contribution / active EE | $5,044 | $4,692+7.5% | $4,013+25.7% | $4,751+6.2% |
| Participant deferral / active EE | $8 | $6,938-99.9% | $6,221-99.9% | $6,710-99.9% |
| Admin fee / account holder | $1,949 | $10,708-81.8% | $9,003-78.4% | $11,403-82.9% |