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 | $200,838 | $99,079+102.7% | $77,999+157.5% | $273,961-26.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.71% | 217.93%-209.2pp | 425.96%-417.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $13,503 | $3,308+308.2% | $2,470+446.7% | $4,869+177.3% |
| Participant deferral / active EE | $511 | $4,306-88.1% | $3,497-85.4% | $5,287-90.3% |
| Admin fee / account holder | $1,708 | $8,954-80.9% | $5,480-68.8% | $10,132-83.1% |