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 | $152,446 | $138,347+10.2% | $184,203-17.2% | $80,856+88.5% |
| Participation rate | 98.5% | 83.9%+14.7pp | 86.8%+11.7pp | 67.6%+30.9pp |
| Annual return | 14.93% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,604 | $4,850+15.5% | $6,427-12.8% | $2,755+103.4% |
| Participant deferral / active EE | $2,743 | $7,071-61.2% | $9,131-70.0% | $4,296-36.1% |
| Admin fee / account holder | $4,226 | $10,483-59.7% | $13,901-69.6% | $6,918-38.9% |