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 | $187,535 | $201,272-6.8% | $184,203+1.8% | $145,922+28.5% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 21.35% | 29.00%-7.6pp | 28.81%-7.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $5,017 | $7,022-28.6% | $6,427-21.9% | $4,660+7.7% |
| Participant deferral / active EE | $2,230 | $9,806-77.3% | $9,131-75.6% | $6,688-66.6% |
| Admin fee / account holder | $6,062 | $16,364-63.0% | $13,901-56.4% | $13,397-54.8% |