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 | $151,580 | $165,335-8.3% | $149,696+1.3% | $158,922-4.6% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 14.06% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,736 | $5,103-46.4% | $4,644-41.1% | $4,761-42.5% |
| Participant deferral / active EE | $1,530 | $7,181-78.7% | $6,842-77.6% | $5,982-74.4% |
| Admin fee / account holder | $30,987 | $10,807+186.7% | $9,309+232.9% | $11,246+175.5% |