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 | $246,680 | $180,028+37.0% | $138,135+78.6% | $158,922+55.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 20.09% | 21.68%-1.6pp | 20.51%-0.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $8,194 | $7,470+9.7% | $5,587+46.7% | $4,761+72.1% |
| Participant deferral / active EE | $833 | $7,717-89.2% | $6,431-87.1% | $5,982-86.1% |
| Admin fee / account holder | $3,304 | $17,912-81.6% | $11,856-72.1% | $11,246-70.6% |