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 | $184,067 | $117,841+56.2% | $102,423+79.7% | $145,922+26.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.45% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,441 | $3,615+22.9% | $3,023+46.9% | $4,660-4.7% |
| Participant deferral / active EE | $1,293 | $5,731-77.4% | $5,053-74.4% | $6,688-80.7% |
| Admin fee / account holder | $910 | $13,326-93.2% | $9,451-90.4% | $13,397-93.2% |