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 | $228,302 | $87,733+160.2% | $106,548+114.3% | $85,850+165.9% |
| Participation rate | 97.8% | 71.9%+25.8pp | 76.1%+21.6pp | 69.3%+28.5pp |
| Annual return | 13.32% | 21.86%-8.5pp | 26.80%-13.5pp | 318.53%-305.2pp |
| Employer contribution / active EE | $8,454 | $2,073+307.8% | $2,819+199.9% | $2,565+229.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $26,158 | $6,767+286.5% | $7,407+253.1% | $6,260+317.9% |