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 | $143,867 | $78,672+82.9% | $109,143+31.8% | $85,850+67.6% |
| Participation rate | 97.4% | 68.3%+29.1pp | 75.9%+21.5pp | 69.3%+28.1pp |
| Annual return | 13.24% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $6,845 | $2,735+150.3% | $3,722+83.9% | $2,565+166.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,025 | $5,469-81.3% | $6,752-84.8% | $6,260-83.6% |