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 | $135,748 | $93,571+45.1% | $135,903-0.1% | $75,163+80.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 17.88% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,630 | $3,537+30.9% | $4,856-4.7% | $2,670+73.4% |
| Participant deferral / active EE | $2,444 | $6,404-61.8% | $7,758-68.5% | $4,125-40.8% |
| Admin fee / account holder | $4,948 | $6,975-29.1% | $10,762-54.0% | $5,651-12.4% |