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 | $234,363 | $165,335+41.8% | $149,696+56.6% | $158,922+47.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 8.93% | 348.15%-339.2pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $5,466 | $5,103+7.1% | $4,644+17.7% | $4,761+14.8% |
| Participant deferral / active EE | $2,134 | $7,181-70.3% | $6,842-68.8% | $5,982-64.3% |
| Admin fee / account holder | $8,017 | $10,807-25.8% | $9,309-13.9% | $11,246-28.7% |