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 | $186,057 | $89,753+107.3% | $107,525+73.0% | $84,808+119.4% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 17.40% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $21,994 | $3,113+606.4% | $3,754+486.0% | $2,631+736.0% |
| Participant deferral / active EE | $1,187 | $4,056-70.7% | $5,116-76.8% | $4,212-71.8% |
| Admin fee / account holder | $3,410 | $7,222-52.8% | $8,919-61.8% | $7,344-53.6% |