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 9-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 | $128,541 | $162,781-21.0% | $133,956-4.0% | $158,922-19.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 41.94%-30.2pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $15,723 | $4,975+216.0% | $3,919+301.2% | $4,761+230.2% |
| Participant deferral / active EE | $830 | $5,911-86.0% | $5,048-83.6% | $5,982-86.1% |
| Admin fee / account holder | $11,000 | $11,736-6.3% | $8,927+23.2% | $11,246-2.2% |