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 | $194,556 | $148,978+30.6% | $200,582-3.0% | $84,808+129.4% |
| Participation rate | 90.3% | 84.2%+6.1pp | 86.9%+3.4pp | 68.3%+22.0pp |
| Annual return | 14.78% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,629 | $4,815+16.9% | $6,419-12.3% | $2,631+113.9% |
| Participant deferral / active EE | $2,958 | $7,142-58.6% | $9,331-68.3% | $4,212-29.8% |
| Admin fee / account holder | $12,829 | $13,977-8.2% | $16,305-21.3% | $7,344+74.7% |