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 | $248,368 | $77,899+218.8% | $149,673+65.9% | $75,163+230.4% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 27.58% | 31.72%-4.1pp | 134.42%-106.8pp | 160.62%-133.0pp |
| Employer contribution / active EE | $11,630 | $3,137+270.7% | $4,818+141.4% | $2,670+335.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,382 | $5,956-43.2% | $13,210-74.4% | $5,651-40.2% |