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 | $121,236 | $109,413+10.8% | $156,263-22.4% | $84,808+43.0% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 13.31% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $9,124 | $2,907+213.9% | $4,333+110.6% | $2,631+246.8% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,362 | $9,357-53.4% | $14,255-69.4% | $7,344-40.6% |