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 | $228,272 | $165,335+38.1% | $149,696+52.5% | $158,922+43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.50% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,706 | $5,103-7.8% | $4,644+1.3% | $4,761-1.2% |
| Participant deferral / active EE | $1,032 | $7,181-85.6% | $6,842-84.9% | $5,982-82.8% |
| Admin fee / account holder | $18,400 | $10,807+70.3% | $9,309+97.7% | $11,246+63.6% |