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 | $191,140 | $159,602+19.8% | $150,045+27.4% | $142,382+34.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,135 | $4,961-16.6% | $4,693-11.9% | $4,299-3.8% |
| Participant deferral / active EE | $2,471 | $8,310-70.3% | $7,997-69.1% | $6,507-62.0% |
| Admin fee / account holder | $38,193 | $14,846+157.3% | $13,435+184.3% | $12,624+202.6% |