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 | $197,111 | $181,894+8.4% | $156,549+25.9% | $273,961-28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,574 | $6,248-42.8% | $5,501-35.0% | $4,869-26.6% |
| Participant deferral / active EE | $605 | $5,550-89.1% | $4,871-87.6% | $5,287-88.5% |
| Admin fee / account holder | $5,988 | $15,559-61.5% | $13,027-54.0% | $10,132-40.9% |