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 | $85,410 | $114,381-25.3% | $107,525-20.6% | $142,382-40.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 13.32% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $7,895 | $4,015+96.6% | $3,754+110.3% | $4,299+83.6% |
| Participant deferral / active EE | $1,068 | $5,564-80.8% | $5,116-79.1% | $6,507-83.6% |
| Admin fee / account holder | $5,561 | $9,860-43.6% | $8,919-37.6% | $12,624-55.9% |