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 | $206,255 | $167,484+23.1% | $151,611+36.0% | $134,475+53.4% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | 0.74% | 7.80%-7.1pp | 3.33%-2.6pp | 417.96%-417.2pp |
| Employer contribution / active EE | $19,788 | $6,829+189.8% | $6,166+220.9% | $4,740+317.5% |
| Participant deferral / active EE | $2,381 | $8,986-73.5% | $8,363-71.5% | $6,400-62.8% |
| Admin fee / account holder | $803 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |