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 | $210,993 | $109,413+92.8% | $156,263+35.0% | $84,808+148.8% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,069 | $2,907+74.4% | $4,333+17.0% | $2,631+92.7% |
| Participant deferral / active EE | $984 | $4,590-78.6% | $6,158-84.0% | $4,212-76.6% |
| Admin fee / account holder | $26,543 | $9,357+183.7% | $14,255+86.2% | $7,344+261.4% |