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 | $134,491 | $86,929+54.7% | $102,423+31.3% | $80,856+66.3% |
| Participation rate | 90.7% | 72.4%+18.3pp | 76.5%+14.2pp | 67.6%+23.0pp |
| Annual return | 12.98% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,728 | $2,369+268.3% | $3,023+188.7% | $2,755+216.8% |
| Participant deferral / active EE | $1,790 | $4,118-56.5% | $5,053-64.6% | $4,296-58.3% |
| Admin fee / account holder | $27,173 | $8,049+237.6% | $9,451+187.5% | $6,918+292.8% |