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 | $204,169 | $124,281+64.3% | $109,143+87.1% | $167,490+21.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.67% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $18,130 | $4,207+330.9% | $3,722+387.1% | $4,837+274.8% |
| Participant deferral / active EE | $462 | $5,255-91.2% | $4,653-90.1% | $6,341-92.7% |
| Admin fee / account holder | $8,676 | $7,970+8.9% | $6,752+28.5% | $12,309-29.5% |