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 | $119,368 | $93,571+27.6% | $135,903-12.2% | $75,163+58.8% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 22.37% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $9,913 | $3,537+180.3% | $4,856+104.1% | $2,670+271.3% |
| Participant deferral / active EE | $1,518 | $6,404-76.3% | $7,758-80.4% | $4,125-63.2% |
| Admin fee / account holder | $2,065 | $6,975-70.4% | $10,762-80.8% | $5,651-63.4% |