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 | $189,342 | $198,466-4.6% | $170,442+11.1% | $147,584+28.3% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 21.44% | 257.29%-235.8pp | 205.93%-184.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $22,939 | $6,184+271.0% | $5,433+322.2% | $4,876+370.4% |
| Participant deferral / active EE | $1,879 | $5,629-66.6% | $4,939-62.0% | $5,439-65.4% |
| Admin fee / account holder | $1,302 | $16,852-92.3% | $13,880-90.6% | $10,885-88.0% |