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 | $173,621 | $159,602+8.8% | $150,045+15.7% | $142,382+21.9% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 17.07% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,282 | $4,961-74.2% | $4,693-72.7% | $4,299-70.2% |
| Participant deferral / active EE | $1,985 | $8,310-76.1% | $7,997-75.2% | $6,507-69.5% |
| Admin fee / account holder | $3,916 | $14,846-73.6% | $13,435-70.9% | $12,624-69.0% |