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 | $163,080 | $125,758+29.7% | $169,993-4.1% | $75,163+117.0% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 19.58% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,947 | $4,615-14.5% | $6,785-41.8% | $2,670+47.8% |
| Participant deferral / active EE | $2,937 | $6,837-57.0% | $10,408-71.8% | $4,125-28.8% |
| Admin fee / account holder | $30,493 | $8,173+273.1% | $12,815+137.9% | $5,651+439.6% |