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 | $87,911 | $81,460+7.9% | $103,333-14.9% | $80,856+8.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 53.66% | 25.55%+28.1pp | 24.88%+28.8pp | 35.59%+18.1pp |
| Employer contribution / active EE | $7,692 | $3,105+147.7% | $3,868+98.9% | $2,755+179.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,945 | $6,566-70.4% | $8,355-76.7% | $6,918-71.9% |