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 | $169,929 | $80,968+109.9% | $96,544+76.0% | $75,163+126.1% |
| Participation rate | 96.8% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.6pp |
| Annual return | 22.27% | 27.06%-4.8pp | 25.84%-3.6pp | 160.62%-138.3pp |
| Employer contribution / active EE | $5,645 | $2,282+147.4% | $2,965+90.4% | $2,670+111.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,604 | $6,724-1.8% | $8,252-20.0% | $5,651+16.9% |