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 | $193,829 | $112,096+72.9% | $95,952+102.0% | $158,922+22.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 13.70% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $7,143 | $3,198+123.4% | $2,541+181.1% | $4,761+50.0% |
| Participant deferral / active EE | $528 | $4,784-89.0% | $4,167-87.3% | $5,982-91.2% |
| Admin fee / account holder | $10,597 | $10,130+4.6% | $6,795+55.9% | $11,246-5.8% |