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 | $91,207 | $214,378-57.5% | $200,582-54.5% | $142,382-35.9% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 13.75% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,535 | $6,841-33.7% | $6,419-29.3% | $4,299+5.5% |
| Participant deferral / active EE | $1,253 | $9,865-87.3% | $9,331-86.6% | $6,507-80.7% |
| Admin fee / account holder | $849 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |