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 | $162,619 | $124,281+30.8% | $109,143+49.0% | $167,490-2.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 13.38% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $8,333 | $4,207+98.1% | $3,722+123.9% | $4,837+72.3% |
| Participant deferral / active EE | $333 | $5,255-93.7% | $4,653-92.8% | $6,341-94.7% |
| Admin fee / account holder | $702 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |