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 | $154,166 | $73,933+108.5% | $96,683+59.5% | $75,163+105.1% |
| Participation rate | 73.2% | 66.4%+6.7pp | 74.3%-1.2pp | 67.2%+6.0pp |
| Annual return | 13.47% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,843 | $2,928+31.3% | $3,737+2.8% | $2,670+43.9% |
| Participant deferral / active EE | $940 | $3,659-74.3% | $4,878-80.7% | $4,125-77.2% |
| Admin fee / account holder | $52,288 | $5,216+902.4% | $6,730+677.0% | $5,651+825.3% |