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 | $249,125 | $110,257+125.9% | $96,544+158.0% | $139,434+78.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.80% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $13,655 | $3,620+277.2% | $2,965+360.5% | $4,751+187.4% |
| Participant deferral / active EE | $1,089 | $5,548-80.4% | $4,851-77.6% | $6,710-83.8% |
| Admin fee / account holder | $42,505 | $11,591+266.7% | $8,252+415.1% | $11,403+272.8% |