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 | $147,744 | $74,927+97.2% | $101,794+45.1% | $84,808+74.2% |
| Participation rate | 98.9% | 61.4%+37.5pp | 69.2%+29.7pp | 68.3%+30.6pp |
| Annual return | 16.82% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $10,470 | $1,522+588.0% | $2,289+357.4% | $2,631+298.0% |
| Participant deferral / active EE | $774 | $3,099-75.0% | $4,084-81.1% | $4,212-81.6% |
| Admin fee / account holder | $13,581 | $6,514+108.5% | $8,777+54.7% | $7,344+84.9% |