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 | $177,605 | $87,733+102.4% | $106,548+66.7% | $85,850+106.9% |
| Participation rate | 93.5% | 71.9%+21.5pp | 76.1%+17.3pp | 69.3%+24.2pp |
| Annual return | 14.90% | 21.86%-7.0pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $8,845 | $2,073+326.7% | $2,819+213.8% | $2,565+244.8% |
| Participant deferral / active EE | $775 | $3,469-77.7% | $4,398-82.4% | $3,952-80.4% |
| Admin fee / account holder | $6,619 | $6,767-2.2% | $7,407-10.6% | $6,260+5.7% |