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 | $249,121 | $94,529+163.5% | $140,016+77.9% | $64,186+288.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 8.20% | 7.77%+0.4pp | 651.12%-642.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,774 | $3,812-53.5% | $5,606-68.4% | $2,381-25.5% |
| Participant deferral / active EE | $1,382 | $5,250-73.7% | $6,927-80.0% | $3,470-60.2% |
| Admin fee / account holder | $14,381 | $6,741+113.3% | $10,705+34.3% | $4,888+194.2% |