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 | $249,676 | $185,822+34.4% | $169,993+46.9% | $139,434+79.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.73% | 60.50%-40.8pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,943 | $7,590-74.4% | $6,785-71.4% | $4,751-59.1% |
| Participant deferral / active EE | $1,724 | $11,622-85.2% | $10,408-83.4% | $6,710-74.3% |
| Admin fee / account holder | $2,914 | $15,381-81.1% | $12,815-77.3% | $11,403-74.4% |