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 | $140,470 | $227,396-38.2% | $442,409-68.2% | $116,875+20.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 14.11% | 16.35%-2.2pp | 90.53%-76.4pp | 16.29%-2.2pp |
| Employer contribution / active EE | $7,510 | $5,244+43.2% | $7,697-2.4% | $3,288+128.4% |
| Participant deferral / active EE | $3,581 | $7,352-51.3% | $7,555-52.6% | $3,885-7.8% |
| Admin fee / account holder | $993 | $16,310-93.9% | $51,603-98.1% | $12,263-91.9% |