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 | $166,118 | $63,861+160.1% | $104,607+58.8% | $79,858+108.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 12.98% | 21.30%-8.3pp | 340.46%-327.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $12,000 | $1,588+655.5% | $2,681+347.7% | $2,471+385.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,517 | $4,185-63.8% | $6,473-76.6% | $5,306-71.4% |