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 | $130,182 | $127,386+2.2% | $115,037+13.2% | $125,391+3.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.07% | 31.28%-30.2pp | 26.14%-25.1pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,077 | $5,166-59.8% | $4,608-54.9% | $4,866-57.3% |
| Participant deferral / active EE | $1,267 | $6,423-80.3% | $6,026-79.0% | $5,352-76.3% |
| Admin fee / account holder | $192,132 | $9,516+1919.0% | $8,175+2250.2% | $9,540+1913.9% |