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 8-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 | $240,447 | $133,922+79.5% | $116,228+106.9% | $142,382+68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.50% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,764 | $3,446+38.3% | $2,994+59.1% | $4,299+10.8% |
| Participant deferral / active EE | $1,394 | $5,672-75.4% | $4,953-71.9% | $6,507-78.6% |
| Admin fee / account holder | $2,565 | $14,945-82.8% | $11,989-78.6% | $12,624-79.7% |