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 | $114,750 | $104,974+9.3% | $95,585+20.1% | $142,382-19.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 17.15% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,349 | $2,779+128.5% | $2,527+151.3% | $4,299+47.7% |
| Participant deferral / active EE | $578 | $4,352-86.7% | $4,023-85.6% | $6,507-91.1% |
| Admin fee / account holder | $2,343 | $6,386-63.3% | $6,127-61.8% | $12,624-81.4% |