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 | $236,442 | $124,281+90.2% | $109,143+116.6% | $167,490+41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.67% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $5,000 | $4,207+18.8% | $3,722+34.3% | $4,837+3.4% |
| Participant deferral / active EE | $1,300 | $5,255-75.3% | $4,653-72.1% | $6,341-79.5% |
| Admin fee / account holder | $12,074 | $7,970+51.5% | $6,752+78.8% | $12,309-1.9% |