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 | $139,237 | $100,754+38.2% | $86,677+60.6% | $134,475+3.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.18% | 29.04%-27.9pp | 35.91%-34.7pp | 417.96%-416.8pp |
| Employer contribution / active EE | $2,095 | $3,489-40.0% | $2,836-26.2% | $4,740-55.8% |
| Participant deferral / active EE | $1,663 | $5,338-68.9% | $4,656-64.3% | $6,400-74.0% |
| Admin fee / account holder | $7,749 | $10,926-29.1% | $7,493+3.4% | $11,426-32.2% |