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 | $135,913 | $82,664+64.4% | $125,339+8.4% | $68,494+98.4% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | 2.22% | -5.97%+8.2pp | 572.05%-569.8pp | -7.84%+10.1pp |
| Employer contribution / active EE | $7,303 | $3,381+116.0% | $4,814+51.7% | $2,596+181.3% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,949 | $6,275-53.0% | $10,010-70.5% | $5,403-45.4% |