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 | $206,424 | $118,450+74.3% | $98,439+109.7% | $139,434+48.0% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 19.97% | 18.94%+1.0pp | 21.16%-1.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,968 | $3,609-17.8% | $3,048-2.6% | $4,751-37.5% |
| Participant deferral / active EE | $1,033 | $5,392-80.8% | $4,738-78.2% | $6,710-84.6% |
| Admin fee / account holder | $3,247 | $14,026-76.9% | $8,948-63.7% | $11,403-71.5% |