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 | $119,660 | $165,335-27.6% | $149,696-20.1% | $158,922-24.7% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 16.76% | 348.15%-331.4pp | 276.60%-259.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,510 | $5,103-50.8% | $4,644-46.0% | $4,761-47.3% |
| Participant deferral / active EE | $2,132 | $7,181-70.3% | $6,842-68.8% | $5,982-64.4% |
| Admin fee / account holder | $12,269 | $10,807+13.5% | $9,309+31.8% | $11,246+9.1% |