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 | $246,311 | $157,256+56.6% | $141,162+74.5% | $152,861+61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.48% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $11,577 | $5,261+120.1% | $4,735+144.5% | $4,762+143.1% |
| Participant deferral / active EE | $1,093 | $7,109-84.6% | $6,709-83.7% | $5,850-81.3% |
| Admin fee / account holder | $26,348 | $12,120+117.4% | $10,261+156.8% | $11,596+127.2% |