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 | $130,334 | $124,281+4.9% | $109,143+19.4% | $167,490-22.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 10.26% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,002 | $4,207-76.2% | $3,722-73.1% | $4,837-79.3% |
| Participant deferral / active EE | $1,228 | $5,255-76.6% | $4,653-73.6% | $6,341-80.6% |
| Admin fee / account holder | $52,500 | $7,970+558.7% | $6,752+677.5% | $12,309+326.5% |