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 | $108,943 | $102,616+6.2% | $81,983+32.9% | $158,922-31.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.98% | 61.04%-53.1pp | 41.31%-33.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $6,686 | $3,240+106.4% | $2,498+167.6% | $4,761+40.4% |
| Participant deferral / active EE | $957 | $4,648-79.4% | $3,722-74.3% | $5,982-84.0% |
| Admin fee / account holder | $6,398 | $8,235-22.3% | $5,664+13.0% | $11,246-43.1% |