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 | $183,169 | $157,256+16.5% | $141,162+29.8% | $152,861+19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.23% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,570 | $5,261-32.1% | $4,735-24.6% | $4,762-25.0% |
| Participant deferral / active EE | $333 | $7,109-95.3% | $6,709-95.0% | $5,850-94.3% |
| Admin fee / account holder | $3,346 | $12,120-72.4% | $10,261-67.4% | $11,596-71.1% |