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 | $232,970 | $148,978+56.4% | $200,582+16.1% | $84,808+174.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.69% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $12,476 | $4,815+159.1% | $6,419+94.4% | $2,631+374.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,337 | $13,977+24.0% | $16,305+6.3% | $7,344+136.1% |