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 | $134,798 | $98,240+37.2% | $82,313+63.8% | $147,584-8.7% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 13.67% | 30.85%-17.2pp | 25.88%-12.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,241 | $3,192-61.1% | $2,428-48.9% | $4,876-74.5% |
| Participant deferral / active EE | $367 | $4,383-91.6% | $3,706-90.1% | $5,439-93.3% |
| Admin fee / account holder | $12,657 | $8,563+47.8% | $5,608+125.7% | $10,885+16.3% |