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 | $118,840 | $81,460+45.9% | $103,333+15.0% | $80,856+47.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.78% | 25.55%-5.8pp | 24.88%-5.1pp | 35.59%-15.8pp |
| Employer contribution / active EE | $14,347 | $3,105+362.0% | $3,868+270.9% | $2,755+420.8% |
| Participant deferral / active EE | $501 | $3,869-87.0% | $5,057-90.1% | $4,296-88.3% |
| Admin fee / account holder | $5,323 | $6,566-18.9% | $8,355-36.3% | $6,918-23.1% |