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 7-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 | $241,601 | $104,664+130.8% | $85,682+182.0% | $167,490+44.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 34.41% | 21.45%+13.0pp | 21.49%+12.9pp | 478.56%-444.1pp |
| Employer contribution / active EE | $2,891 | $3,337-13.4% | $2,618+10.4% | $4,837-40.2% |
| Participant deferral / active EE | $1,031 | $4,824-78.6% | $3,923-73.7% | $6,341-83.7% |
| Admin fee / account holder | $1,151 | $10,032-88.5% | $6,873-83.3% | $12,309-90.7% |