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 | $102,678 | $80,968+26.8% | $96,544+6.4% | $75,163+36.6% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 13.50% | 27.06%-13.6pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,523 | $2,282-33.3% | $2,965-48.6% | $2,670-43.0% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $40,609 | $6,724+503.9% | $8,252+392.1% | $5,651+618.6% |