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 | $242,205 | $154,117+57.2% | $129,995+86.3% | $139,434+73.7% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 23.98% | 32.48%-8.5pp | -137.18%+161.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $7,203 | $5,289+36.2% | $4,320+66.8% | $4,751+51.6% |
| Participant deferral / active EE | $1,680 | $6,710-75.0% | $5,820-71.1% | $6,710-75.0% |
| Admin fee / account holder | $1,332 | $14,007-90.5% | $10,614-87.5% | $11,403-88.3% |