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 | $209,573 | $110,257+90.1% | $96,544+117.1% | $139,434+50.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 11.38% | 26.32%-14.9pp | 25.84%-14.5pp | 372.94%-361.6pp |
| Employer contribution / active EE | $5,883 | $3,620+62.5% | $2,965+98.4% | $4,751+23.8% |
| Participant deferral / active EE | $1,156 | $5,548-79.2% | $4,851-76.2% | $6,710-82.8% |
| Admin fee / account holder | $8,270 | $11,591-28.7% | $8,252+0.2% | $11,403-27.5% |