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 | $159,422 | $138,562+15.1% | $246,525-35.3% | $116,875+36.4% |
| Participation rate | 97.2% | 72.8%+24.4pp | 82.0%+15.3pp | 74.5%+22.7pp |
| Annual return | 15.27% | 16.14%-0.9pp | 0.46%+14.8pp | 16.29%-1.0pp |
| Employer contribution / active EE | $11,684 | $4,835+141.6% | $7,467+56.5% | $3,288+255.4% |
| Participant deferral / active EE | $645 | $4,207-84.7% | $5,422-88.1% | $3,885-83.4% |
| Admin fee / account holder | $1,019 | $18,110-94.4% | $16,551-93.8% | $12,263-91.7% |