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 | $104,547 | $185,822-43.7% | $169,993-38.5% | $139,434-25.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 12.83% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,818 | $7,590-76.0% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $2,249 | $11,622-80.6% | $10,408-78.4% | $6,710-66.5% |
| Admin fee / account holder | $43,893 | $15,381+185.4% | $12,815+242.5% | $11,403+284.9% |