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 | $90,928 | $109,413-16.9% | $156,263-41.8% | $84,808+7.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.65% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,076 | $2,907+40.2% | $4,333-5.9% | $2,631+54.9% |
| Participant deferral / active EE | $1,603 | $4,590-65.1% | $6,158-74.0% | $4,212-61.9% |
| Admin fee / account holder | $14,832 | $9,357+58.5% | $14,255+4.1% | $7,344+102.0% |