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 | $104,745 | $117,841-11.1% | $102,423+2.3% | $145,922-28.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 37.76% | 31.65%+6.1pp | 29.32%+8.4pp | 561.29%-523.5pp |
| Employer contribution / active EE | $977 | $3,615-73.0% | $3,023-67.7% | $4,660-79.0% |
| Participant deferral / active EE | $1,237 | $5,731-78.4% | $5,053-75.5% | $6,688-81.5% |
| Admin fee / account holder | $24,248 | $13,326+82.0% | $9,451+156.6% | $13,397+81.0% |