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 | $231,104 | $71,883+221.5% | $86,677+166.6% | $68,494+237.4% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | 2.53% | 3.52%-1.0pp | 35.91%-33.4pp | -7.84%+10.4pp |
| Employer contribution / active EE | $7,843 | $2,173+261.0% | $2,836+176.5% | $2,596+202.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,798 | $6,112-5.1% | $7,493-22.6% | $5,403+7.3% |