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 | $181,660 | $114,381+58.8% | $107,525+68.9% | $142,382+27.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.62% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,545 | $4,015+63.0% | $3,754+74.4% | $4,299+52.3% |
| Participant deferral / active EE | $1,000 | $5,564-82.0% | $5,116-80.5% | $6,507-84.6% |
| Admin fee / account holder | $1,203 | $9,860-87.8% | $8,919-86.5% | $12,624-90.5% |