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 | $139,521 | $70,428+98.1% | $96,562+44.5% | $85,850+62.5% |
| Participation rate | 94.6% | 61.8%+32.8pp | 69.8%+24.8pp | 69.3%+25.3pp |
| Annual return | 13.99% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $3,966 | $1,413+180.7% | $2,356+68.3% | $2,565+54.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $437 | $4,997-91.3% | $6,181-92.9% | $6,260-93.0% |