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 | $170,466 | $209,832-18.8% | $189,513-10.1% | $167,490+1.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 748.27%-733.3pp | 555.15%-540.2pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,614 | $6,914-33.3% | $6,162-25.1% | $4,837-4.6% |
| Participant deferral / active EE | $3,400 | $8,935-61.9% | $8,221-58.6% | $6,341-46.4% |
| Admin fee / account holder | $28,792 | $14,293+101.4% | $12,045+139.0% | $12,309+133.9% |