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 | $219,083 | $59,805+266.3% | $79,550+175.4% | $68,494+219.9% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.5%+28.0pp | 67.9%+29.6pp |
| Annual return | 15.22% | -12.30%+27.5pp | 0.16%+15.1pp | -7.84%+23.1pp |
| Employer contribution / active EE | $33,037 | $1,505+2095.3% | $2,413+1269.1% | $2,596+1172.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,767 | $4,835+184.8% | $6,832+101.5% | $5,403+154.8% |