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 | $183,838 | $214,378-14.2% | $200,582-8.3% | $142,382+29.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 14.68% | 46.41%-31.7pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,561 | $6,841-62.6% | $6,419-60.1% | $4,299-40.4% |
| Participant deferral / active EE | $2,913 | $9,865-70.5% | $9,331-68.8% | $6,507-55.2% |
| Admin fee / account holder | $2,929 | $17,692-83.4% | $16,305-82.0% | $12,624-76.8% |