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 | $187,333 | $81,460+130.0% | $103,333+81.3% | $80,856+131.7% |
| Participation rate | 98.7% | 66.8%+31.8pp | 74.5%+24.2pp | 67.6%+31.0pp |
| Annual return | 13.11% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $17,645 | $3,105+468.2% | $3,868+356.2% | $2,755+540.5% |
| Participant deferral / active EE | $1,499 | $3,869-61.2% | $5,057-70.4% | $4,296-65.1% |
| Admin fee / account holder | $18,092 | $6,566+175.5% | $8,355+116.6% | $6,918+161.5% |