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 | $135,752 | $94,752+43.3% | $112,887+20.3% | $139,434-2.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.32% | 40.88%-20.6pp | 34.10%-13.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $6,840 | $4,625+47.9% | $4,563+49.9% | $4,751+44.0% |
| Participant deferral / active EE | $1,220 | $6,512-81.3% | $6,513-81.3% | $6,710-81.8% |
| Admin fee / account holder | $2,770 | $8,527-67.5% | $7,047-60.7% | $11,403-75.7% |