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 | $169,307 | $127,065+33.2% | $113,168+49.6% | $142,382+18.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.65% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,366 | $3,442-31.3% | $2,975-20.5% | $4,299-45.0% |
| Participant deferral / active EE | $636 | $5,716-88.9% | $5,107-87.5% | $6,507-90.2% |
| Admin fee / account holder | $10,254 | $15,736-34.8% | $12,068-15.0% | $12,624-18.8% |