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 | $118,118 | $159,602-26.0% | $150,045-21.3% | $142,382-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.37% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,898 | $4,961-61.7% | $4,693-59.6% | $4,299-55.9% |
| Participant deferral / active EE | $2,169 | $8,310-73.9% | $7,997-72.9% | $6,507-66.7% |
| Admin fee / account holder | $36,164 | $14,846+143.6% | $13,435+169.2% | $12,624+186.5% |