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 | $216,363 | $183,519+17.9% | $155,509+39.1% | $145,922+48.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $17,571 | $5,313+230.7% | $4,672+276.1% | $4,660+277.1% |
| Participant deferral / active EE | $271 | $6,462-95.8% | $5,626-95.2% | $6,688-95.9% |
| Admin fee / account holder | $38,311 | $19,313+98.4% | $15,912+140.8% | $13,397+186.0% |