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 | $241,522 | $77,813+210.4% | $123,544+95.5% | $64,186+276.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.10% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,438 | $3,014+47.2% | $4,628-4.1% | $2,381+86.4% |
| Participant deferral / active EE | $1,874 | $5,240-64.2% | $6,426-70.8% | $3,470-46.0% |
| Admin fee / account holder | $27,241 | $5,519+393.6% | $9,284+193.4% | $4,888+457.3% |