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 | $247,826 | $87,540+183.1% | $75,781+227.0% | $125,391+97.6% |
| Participation rate | 95.8% | 80.2%+15.7pp | 75.8%+20.0pp | 83.2%+12.6pp |
| Annual return | 270.39% | 13.48%+256.9pp | 9.68%+260.7pp | 282.22%-11.8pp |
| Employer contribution / active EE | $6,006 | $3,930+52.8% | $3,323+80.7% | $4,866+23.4% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,026 | $6,502-84.2% | $5,299-80.6% | $9,540-89.2% |