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 | $71,152 | $63,861+11.4% | $104,607-32.0% | $79,858-10.9% |
| Participation rate | 76.9% | 64.9%+12.0pp | 74.1%+2.8pp | 69.6%+7.3pp |
| Annual return | 12.06% | 21.30%-9.2pp | 340.46%-328.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,880 | $1,588+144.3% | $2,681+44.8% | $2,471+57.0% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,181 | $4,185-71.8% | $6,473-81.7% | $5,306-77.7% |