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 | $127,333 | $109,413+16.4% | $156,263-18.5% | $84,808+50.1% |
| Participation rate | 98.1% | 72.7%+25.4pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 27.53% | 20.18%+7.4pp | 59.47%-31.9pp | 40.90%-13.4pp |
| Employer contribution / active EE | $3,170 | $2,907+9.1% | $4,333-26.8% | $2,631+20.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,369 | $9,357+10.8% | $14,255-27.3% | $7,344+41.2% |