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 | $217,246 | $124,319+74.7% | $111,297+95.2% | $167,490+29.7% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 18.60% | 37.44%-18.8pp | 54.65%-36.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $7,412 | $3,435+115.7% | $2,731+171.4% | $4,837+53.2% |
| Participant deferral / active EE | $1,326 | $5,180-74.4% | $4,487-70.5% | $6,341-79.1% |
| Admin fee / account holder | $44,705 | $10,618+321.0% | $7,964+461.3% | $12,309+263.2% |