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 | $194,616 | $176,056+10.5% | $159,436+22.1% | $167,490+16.2% |
| Participation rate | 94.1% | 84.9%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 10.23% | 331.75%-321.5pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,609 | $5,297-69.6% | $4,829-66.7% | $4,837-66.7% |
| Participant deferral / active EE | $963 | $7,750-87.6% | $7,352-86.9% | $6,341-84.8% |
| Admin fee / account holder | $12,456 | $12,554-0.8% | $10,799+15.3% | $12,309+1.2% |