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 | $199,902 | $94,338+111.9% | $100,534+98.8% | $142,382+40.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.43% | 29.20%-13.8pp | 32.66%-17.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $8,929 | $4,237+110.7% | $4,346+105.4% | $4,299+107.7% |
| Participant deferral / active EE | $1,206 | $5,934-79.7% | $6,144-80.4% | $6,507-81.5% |
| Admin fee / account holder | $7,756 | $8,421-7.9% | $7,654+1.3% | $12,624-38.6% |