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 4-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 | $99,873 | $60,022+66.4% | $88,946+12.3% | $84,808+17.8% |
| Participation rate | 98.6% | 57.8%+40.8pp | 68.8%+29.8pp | 68.3%+30.3pp |
| Annual return | 31.94% | 22.43%+9.5pp | 57.82%-25.9pp | 40.90%-9.0pp |
| Employer contribution / active EE | $8,193 | $1,703+381.2% | $2,555+220.7% | $2,631+211.4% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,740 | $4,811-1.5% | $8,261-42.6% | $7,344-35.5% |