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 4-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 | $110,417 | $102,317+7.9% | $146,958-24.9% | $80,856+36.6% |
| Participation rate | 91.9% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 89.39% | 134.76%-45.4pp | 418.34%-328.9pp | 35.59%+53.8pp |
| Employer contribution / active EE | $10,979 | $3,713+195.7% | $4,933+122.6% | $2,755+298.6% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,459 | $7,941-6.1% | $12,998-42.6% | $6,918+7.8% |