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 | $235,659 | $148,534+58.7% | $135,903+73.4% | $139,434+69.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.44% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $12,657 | $5,243+141.4% | $4,856+160.6% | $4,751+166.4% |
| Participant deferral / active EE | $906 | $8,100-88.8% | $7,758-88.3% | $6,710-86.5% |
| Admin fee / account holder | $4,083 | $12,400-67.1% | $10,762-62.1% | $11,403-64.2% |