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 | $150,703 | $214,378-29.7% | $200,582-24.9% | $142,382+5.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.14% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,614 | $6,841+11.3% | $6,419+18.6% | $4,299+77.1% |
| Participant deferral / active EE | $104 | $9,865-98.9% | $9,331-98.9% | $6,507-98.4% |
| Admin fee / account holder | $3,556 | $17,692-79.9% | $16,305-78.2% | $12,624-71.8% |