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 | $218,304 | $110,257+98.0% | $96,544+126.1% | $139,434+56.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 17.76% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $10,909 | $3,620+201.4% | $2,965+267.9% | $4,751+129.6% |
| Participant deferral / active EE | $545 | $5,548-90.2% | $4,851-88.8% | $6,710-91.9% |
| Admin fee / account holder | $39,256 | $11,591+238.7% | $8,252+375.7% | $11,403+244.3% |