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 | $231,057 | $159,602+44.8% | $150,045+54.0% | $142,382+62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 45.82% | 70.24%-24.4pp | 62.55%-16.7pp | 217.08%-171.3pp |
| Employer contribution / active EE | $1,041 | $4,961-79.0% | $4,693-77.8% | $4,299-75.8% |
| Participant deferral / active EE | $1,189 | $8,310-85.7% | $7,997-85.1% | $6,507-81.7% |
| Admin fee / account holder | $1,136 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |