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 | $216,929 | $209,411+3.6% | $178,490+21.5% | $158,922+36.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.99% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,571 | $5,706-19.9% | $5,011-8.8% | $4,761-4.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,794 | $17,074-89.5% | $13,984-87.2% | $11,246-84.0% |