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 | $228,314 | $49,177+364.3% | $79,464+187.3% | $64,186+255.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.36% | -1.16%+8.5pp | 718.14%-710.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $16,056 | $2,076+673.3% | $2,800+473.3% | $2,381+574.4% |
| Participant deferral / active EE | $343 | $2,821-87.9% | $3,704-90.8% | $3,470-90.1% |
| Admin fee / account holder | $1,539 | $3,839-59.9% | $5,113-69.9% | $4,888-68.5% |