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 | $199,501 | $83,902+137.8% | $167,512+19.1% | $84,808+135.2% |
| Participation rate | 97.0% | 66.5%+30.5pp | 77.1%+19.9pp | 68.3%+28.7pp |
| Annual return | 14.11% | 91.55%-77.4pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $15,318 | $2,264+576.7% | $3,882+294.6% | $2,631+482.2% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,721 | $7,915-27.7% | $9,769-41.4% | $7,344-22.1% |