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 | $101,971 | $110,261-7.5% | $95,745+6.5% | $139,434-26.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.07% | 27.11%-15.0pp | 28.35%-16.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $650 | $3,257-80.0% | $2,835-77.1% | $4,751-86.3% |
| Participant deferral / active EE | $639 | $4,676-86.3% | $4,245-84.9% | $6,710-90.5% |
| Admin fee / account holder | $1,217 | $6,613-81.6% | $5,678-78.6% | $11,403-89.3% |