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 6-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 | $204,744 | $81,460+151.3% | $103,333+98.1% | $80,856+153.2% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 32.57% | 25.55%+7.0pp | 24.88%+7.7pp | 35.59%-3.0pp |
| Employer contribution / active EE | $21,449 | $3,105+590.7% | $3,868+454.5% | $2,755+678.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,126 | $6,566-82.9% | $8,355-86.5% | $6,918-83.7% |