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 | $123,269 | $54,705+125.3% | $71,209+73.1% | $84,808+45.4% |
| Participation rate | 98.0% | 64.1%+33.9pp | 73.8%+24.2pp | 68.3%+29.7pp |
| Annual return | 36.58% | 35.90%+0.7pp | 282.51%-245.9pp | 40.90%-4.3pp |
| Employer contribution / active EE | $1,307 | $2,158-39.4% | $2,721-52.0% | $2,631-50.3% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $518 | $4,863-89.3% | $5,349-90.3% | $7,344-92.9% |