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 | $158,214 | $124,319+27.3% | $111,297+42.2% | $167,490-5.5% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 13.86% | 37.44%-23.6pp | 54.65%-40.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $12,699 | $3,435+269.7% | $2,731+365.0% | $4,837+162.5% |
| Participant deferral / active EE | $783 | $5,180-84.9% | $4,487-82.6% | $6,341-87.7% |
| Admin fee / account holder | $2,549 | $10,618-76.0% | $7,964-68.0% | $12,309-79.3% |