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 | $218,363 | $124,281+75.7% | $109,143+100.1% | $167,490+30.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 18.91% | 26.04%-7.1pp | 25.75%-6.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,768 | $4,207-58.0% | $3,722-52.5% | $4,837-63.4% |
| Participant deferral / active EE | $1,089 | $5,255-79.3% | $4,653-76.6% | $6,341-82.8% |
| Admin fee / account holder | $1,607 | $7,970-79.8% | $6,752-76.2% | $12,309-86.9% |