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 | $239,090 | $94,625+152.7% | $116,228+105.7% | $84,808+181.9% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.6%+19.8pp | 68.3%+26.0pp |
| Annual return | 12.71% | 20.40%-7.7pp | 90.06%-77.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $10,445 | $2,347+345.1% | $2,994+248.8% | $2,631+297.0% |
| Participant deferral / active EE | $1,120 | $3,972-71.8% | $4,953-77.4% | $4,212-73.4% |
| Admin fee / account holder | $17,963 | $10,091+78.0% | $11,989+49.8% | $7,344+144.6% |