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 | $78,980 | $60,349+30.9% | $74,183+6.5% | $62,891+25.6% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 8.52% | 21.37%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $8,231 | $1,680+389.9% | $2,370+247.3% | $2,281+260.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,766 | $4,261+340.4% | $5,586+236.0% | $4,296+336.9% |