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 | $85,117 | $56,484+50.7% | $169,463-49.8% | $64,186+32.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 8.20% | -1.55%+9.8pp | 1.83%+6.4pp | 7.63%+0.6pp |
| Employer contribution / active EE | $6,323 | $1,832+245.0% | $4,159+52.0% | $2,381+165.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,005 | $4,174+187.6% | $9,109+31.8% | $4,888+145.6% |