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 | $91,148 | $214,378-57.5% | $200,582-54.6% | $142,382-36.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 11.92% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $8,683 | $6,841+26.9% | $6,419+35.3% | $4,299+102.0% |
| Participant deferral / active EE | $1,144 | $9,865-88.4% | $9,331-87.7% | $6,507-82.4% |
| Admin fee / account holder | $11,112 | $17,692-37.2% | $16,305-31.8% | $12,624-12.0% |