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 | $193,694 | $159,602+21.4% | $150,045+29.1% | $142,382+36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.32% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,825 | $4,961-63.2% | $4,693-61.1% | $4,299-57.6% |
| Participant deferral / active EE | $2,228 | $8,310-73.2% | $7,997-72.1% | $6,507-65.8% |
| Admin fee / account holder | $3,254 | $14,846-78.1% | $13,435-75.8% | $12,624-74.2% |