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 | $182,339 | $89,753+103.2% | $107,525+69.6% | $84,808+115.0% |
| Participation rate | 80.6% | 68.1%+12.5pp | 75.1%+5.5pp | 68.3%+12.3pp |
| Annual return | 12.98% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,920 | $3,113+25.9% | $3,754+4.4% | $2,631+49.0% |
| Participant deferral / active EE | $1,479 | $4,056-63.5% | $5,116-71.1% | $4,212-64.9% |
| Admin fee / account holder | $14,668 | $7,222+103.1% | $8,919+64.5% | $7,344+99.7% |