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 | $113,945 | $111,754+2.0% | $103,333+10.3% | $145,922-21.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.21% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $15,713 | $4,212+273.0% | $3,868+306.2% | $4,660+237.2% |
| Participant deferral / active EE | $919 | $5,619-83.6% | $5,057-81.8% | $6,688-86.3% |
| Admin fee / account holder | $20,900 | $9,750+114.3% | $8,355+150.2% | $13,397+56.0% |