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 | $148,850 | $114,381+30.1% | $107,525+38.4% | $142,382+4.5% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 24.55% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.5pp |
| Employer contribution / active EE | $8,921 | $4,015+122.2% | $3,754+137.7% | $4,299+107.5% |
| Participant deferral / active EE | $1,364 | $5,564-75.5% | $5,116-73.3% | $6,507-79.0% |
| Admin fee / account holder | $4,558 | $9,860-53.8% | $8,919-48.9% | $12,624-63.9% |